-71.7%
DWSH price history and return analytics
+153.6%
-225.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | +0.3% |
| 7D | +4.1% | -1.1% | +5.2% | +2.7% |
| 30D | +1.2% | -1.0% | +2.2% | +0.1% |
| 3M | -11.0% | +3.2% | -14.2% | -7.4% |
| 6M | -11.7% | +12.5% | -24.1% | +2.9% |
| YTD | -11.7% | +14.1% | -25.8% | +4.9% |
| 1Y | -8.7% | +18.9% | -27.6% | +14.9% |
| 3Y | -19.6% | +74.1% | -93.7% | +77.0% |
| 5Y | -19.2% | +66.9% | -86.0% | +89.1% |
| All | -71.7% | +153.6% | -225.3% | +43.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling