-58.0%
SMWB vs VT
+66.2%
-124.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | -2.6% | +0.4% | -3.1% | -3.2% |
| 30D | +18.8% | +1.0% | +17.8% | +17.3% |
| 3M | +104.2% | +2.4% | +101.8% | +97.9% |
| 6M | +226.2% | +12.0% | +214.2% | +175.0% |
| YTD | +18.0% | +15.3% | +2.7% | -5.1% |
| 1Y | -9.6% | +22.6% | -32.2% | -33.5% |
| 3Y | +32.5% | +74.7% | -42.1% | -42.1% |
| All | -58.0% | +66.2% | -124.2% | -78.3% |
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