+84.5%
DWX price history and return analytics
+371.8%
-287.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +0.3% | +1.0% | -0.7% | -0.6% |
| 30D | -0.7% | -0.2% | -0.5% | -0.6% |
| 3M | +4.8% | +4.5% | +0.3% | +0.4% |
| 6M | +6.2% | +14.1% | -7.8% | -6.2% |
| YTD | +11.1% | +14.8% | -3.7% | -2.6% |
| 1Y | +15.3% | +21.2% | -5.9% | -3.9% |
| 3Y | +59.6% | +76.6% | -17.0% | -8.3% |
| 5Y | +48.5% | +66.6% | -18.1% | -11.6% |
| 10Y | +97.5% | +222.3% | -124.8% | -40.6% |
| All | +84.5% | +371.8% | -287.3% | -61.7% |
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