-99.5%
DWTX price history and return analytics
+95.2%
-194.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.5% | -10.4% | -10.4% |
| 7D | -22.4% | +1.0% | -23.4% | -23.3% |
| 30D | +13.0% | -0.2% | +13.3% | +13.2% |
| 3M | +39.7% | +4.5% | +35.2% | +32.8% |
| 6M | -29.4% | +14.1% | -43.5% | -38.4% |
| YTD | -51.0% | +14.8% | -65.7% | -57.4% |
| 1Y | -58.4% | +21.2% | -79.6% | -65.8% |
| 3Y | -91.8% | +76.6% | -168.4% | -95.5% |
| 5Y | -98.6% | +66.6% | -165.2% | -99.1% |
| All | -99.5% | +95.2% | -194.7% | -99.8% |
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