-18.0%
DWSH price history and return analytics
+65.7%
-83.7%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.3% | +0.9% |
| 7D | +4.9% | -0.1% | +5.0% | +4.8% |
| 30D | +1.9% | -0.7% | +2.6% | +1.2% |
| 3M | -10.3% | +4.0% | -14.3% | -5.9% |
| 6M | -9.5% | +12.3% | -21.8% | +4.8% |
| YTD | -11.6% | +14.0% | -25.7% | +4.7% |
| 1Y | -9.8% | +20.3% | -30.1% | +15.1% |
| 3Y | -19.0% | +75.4% | -94.4% | +82.5% |
| 5Y | -18.0% | +66.0% | -84.0% | +101.8% |
| All | -18.0% | +65.7% | -83.7% | +101.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling