-73.7%
DWSH price history and return analytics
+147.5%
-221.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.2% | +1.6% |
| 7D | -1.3% | +0.4% | -1.7% | -0.7% |
| 30D | -10.2% | -2.6% | -7.6% | -13.0% |
| 3M | -5.1% | -3.2% | -1.9% | -8.7% |
| 6M | -17.8% | +0.9% | -18.8% | -16.6% |
| YTD | -18.2% | +11.3% | -29.5% | -5.5% |
| 1Y | -21.8% | +14.0% | -35.8% | -6.7% |
| 3Y | -32.6% | +75.8% | -108.4% | +50.2% |
| 5Y | -22.9% | +57.8% | -80.7% | +68.1% |
| All | -73.7% | +147.5% | -221.2% | +29.0% |
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