-90.9%
DWSN price history and return analytics
+357.8%
-448.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.6% |
| 7D | -3.2% | +2.9% | -6.1% | -6.0% |
| 30D | -38.8% | -2.5% | -36.3% | -37.3% |
| 3M | -65.1% | -3.3% | -61.7% | -63.9% |
| 6M | -56.2% | +1.5% | -57.7% | -56.5% |
| YTD | -1.9% | +11.4% | -13.3% | -10.8% |
| 1Y | -25.7% | +11.9% | -37.6% | -32.7% |
| 3Y | +6.7% | +73.9% | -67.2% | -36.2% |
| 5Y | -23.1% | +57.9% | -81.0% | -51.4% |
| 10Y | -75.6% | +222.6% | -298.2% | -92.8% |
| All | -90.9% | +357.8% | -448.7% | -98.2% |
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