-72.8%
DWSH vs VT
+156.4%
-229.2%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.0% | +0.4% | +1.5% | +2.6% |
| 30D | -1.9% | +1.0% | -2.9% | -0.7% |
| 3M | -14.8% | +2.4% | -17.1% | -12.2% |
| 6M | -11.7% | +12.0% | -23.7% | +2.2% |
| YTD | -15.2% | +15.3% | -30.6% | +2.1% |
| 1Y | -13.4% | +22.6% | -36.0% | +13.3% |
| 3Y | -19.3% | +74.7% | -93.9% | +78.3% |
| 5Y | -20.6% | +66.1% | -86.7% | +84.6% |
| All | -72.8% | +156.4% | -229.2% | +39.4% |
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