+94.8%
DWSN price history and return analytics
+76.6%
+18.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.5% | -6.1% | -6.0% |
| 7D | -1.7% | +1.0% | -2.7% | -2.7% |
| 30D | -21.6% | -0.2% | -21.4% | -21.2% |
| 3M | -18.4% | +4.5% | -23.0% | -21.7% |
| 6M | -6.6% | +14.1% | -20.6% | -19.2% |
| YTD | +118.6% | +14.8% | +103.8% | +89.3% |
| 1Y | +114.5% | +21.2% | +93.3% | +78.0% |
| 3Y | +94.8% | +76.6% | +18.2% | +30.1% |
| All | +94.8% | +76.6% | +18.2% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling