-61.5%
SMWB vs VT
+68.6%
-130.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.5% | +1.4% |
| 7D | -6.3% | -4.2% | -2.2% | -0.4% |
| 30D | +4.7% | -5.8% | +10.5% | +14.4% |
| 3M | +13.0% | -5.2% | +18.3% | +22.4% |
| 6M | +163.6% | +0.1% | +163.5% | +163.0% |
| YTD | +12.3% | +8.2% | +4.0% | -0.5% |
| 1Y | -2.7% | +10.1% | -12.8% | -15.9% |
| 3Y | +65.2% | +69.7% | -4.4% | -23.0% |
| 5Y | -57.6% | +53.4% | -111.0% | -76.1% |
| All | -61.5% | +68.6% | -130.2% | -79.0% |
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