-63.1%
SMWB vs VT
+74.5%
-137.6%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +1.7% |
| 7D | -8.3% | -0.7% | -7.6% | -7.4% |
| 30D | -8.5% | -1.7% | -6.7% | -6.1% |
| 3M | +11.4% | -2.3% | +13.8% | +15.3% |
| 6M | +153.3% | +1.5% | +151.8% | +148.2% |
| YTD | +7.9% | +12.0% | -4.2% | -9.2% |
| 1Y | -4.7% | +12.9% | -17.6% | -20.6% |
| 3Y | +56.0% | +74.9% | -19.0% | -30.5% |
| 5Y | -54.6% | +59.9% | -114.6% | -75.9% |
| All | -63.1% | +74.5% | -137.6% | -80.8% |
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 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