+184.4%
SW vs ITOT
+286.7%
-102.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +2.2% | -0.5% | +2.7% | +2.4% |
| 30D | +7.4% | -3.4% | +10.9% | +9.5% |
| 3M | -5.9% | -3.1% | -2.9% | -4.3% |
| 6M | +9.0% | +2.2% | +6.8% | +7.8% |
| YTD | +18.1% | +11.0% | +7.1% | +11.9% |
| 1Y | +28.7% | +11.4% | +17.3% | +21.7% |
| 3Y | +48.8% | +76.4% | -27.6% | +13.9% |
| 5Y | +2.5% | +65.1% | -62.6% | -20.4% |
| 10Y | +184.4% | +287.4% | -102.9% | +63.0% |
| All | +184.4% | +286.7% | -102.2% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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