-73.1%
DWSH price history and return analytics
+147.6%
-220.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.1% |
| 7D | +2.8% | +2.9% | -0.1% | +6.5% |
| 30D | -7.9% | -2.5% | -5.3% | -10.6% |
| 3M | -3.9% | -3.3% | -0.6% | -7.6% |
| 6M | -18.2% | +1.5% | -19.7% | -16.4% |
| YTD | -16.2% | +11.4% | -27.6% | -3.2% |
| 1Y | -19.1% | +11.9% | -31.0% | -5.7% |
| 3Y | -31.5% | +73.9% | -105.4% | +50.3% |
| 5Y | -21.3% | +57.9% | -79.2% | +71.7% |
| All | -73.1% | +147.6% | -220.7% | +32.1% |
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