+161.7%
DWLD price history and return analytics
+211.9%
-50.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.4% |
| 7D | -2.0% | -0.1% | -1.9% | -1.9% |
| 30D | -4.2% | -0.7% | -3.5% | -3.5% |
| 3M | -0.3% | +4.0% | -4.3% | -4.7% |
| 6M | +2.8% | +12.3% | -9.5% | -9.6% |
| YTD | -0.3% | +14.0% | -14.3% | -13.7% |
| 1Y | +6.6% | +20.3% | -13.7% | -13.0% |
| 3Y | +70.9% | +75.4% | -4.5% | -7.1% |
| 5Y | +59.4% | +66.0% | -6.5% | -7.4% |
| All | +161.7% | +211.9% | -50.2% | -23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling