-18.5%
DWSH vs VOO
+80.3%
-98.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | 0.0% |
| 7D | +6.0% | -2.0% | +8.0% | +3.7% |
| 30D | +3.0% | -1.7% | +4.6% | +1.1% |
| 3M | -10.5% | +4.7% | -15.3% | -5.6% |
| 6M | -10.7% | +12.6% | -23.3% | +2.7% |
| YTD | -11.0% | +11.8% | -22.8% | +1.8% |
| 1Y | -9.9% | +17.5% | -27.5% | +9.8% |
| 3Y | -18.4% | +77.0% | -95.4% | +74.6% |
| 5Y | -18.5% | +82.6% | -101.1% | +108.0% |
| All | -18.5% | +80.3% | -98.9% | +108.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling