-90.1%
DWSN price history and return analytics
+355.4%
-445.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +4.2% |
| 7D | -4.6% | -0.1% | -4.5% | -4.6% |
| 30D | -35.9% | -3.1% | -32.8% | -34.0% |
| 3M | -60.8% | -3.5% | -57.3% | -59.3% |
| 6M | -47.1% | +0.5% | -47.6% | -47.0% |
| YTD | +6.4% | +10.8% | -4.4% | -2.7% |
| 1Y | -21.3% | +11.9% | -33.2% | -28.6% |
| 3Y | +15.7% | +73.0% | -57.3% | -30.4% |
| 5Y | -16.9% | +58.6% | -75.5% | -47.7% |
| 10Y | -71.9% | +219.2% | -291.1% | -91.6% |
| All | -90.1% | +355.4% | -445.6% | -98.1% |
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