+331.0%
DWAS price history and return analytics
+354.6%
-23.5%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.8% | +1.8% |
| 7D | -2.7% | -2.3% | -0.3% | +0.2% |
| 30D | -3.8% | -5.0% | +1.2% | +2.5% |
| 3M | -13.1% | -4.9% | -8.2% | -7.4% |
| 6M | -12.2% | -1.5% | -10.7% | -10.0% |
| YTD | +5.3% | +8.5% | -3.2% | -4.1% |
| 1Y | +12.7% | +11.4% | +1.3% | -0.4% |
| 3Y | +43.2% | +70.1% | -26.9% | -23.0% |
| 5Y | +5.9% | +53.7% | -47.8% | -35.1% |
| 10Y | +208.8% | +220.0% | -11.1% | -16.0% |
| All | +331.0% | +354.6% | -23.5% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling