-59.6%
SMWB vs VT
+57.0%
-116.7%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.5% |
| 7D | -3.5% | +2.4% | -5.9% | -6.8% |
| 30D | -4.0% | -1.5% | -2.5% | -1.9% |
| 3M | -11.5% | -4.1% | -7.4% | -6.0% |
| 6M | +179.6% | +0.6% | +179.1% | +178.0% |
| YTD | +6.4% | +11.0% | -4.6% | -9.4% |
| 1Y | +3.5% | +13.3% | -9.8% | -14.4% |
| 3Y | +67.8% | +73.4% | -5.6% | -25.0% |
| All | -59.6% | +57.0% | -116.7% | -77.5% |
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