+185.4%
SW vs VEU
+138.9%
+46.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.1% | +1.0% |
| 7D | +4.7% | -3.4% | +8.1% | +7.2% |
| 30D | +5.0% | -5.6% | +10.6% | +9.2% |
| 3M | -7.3% | -6.2% | -1.1% | -3.1% |
| 6M | +15.0% | -2.0% | +17.0% | +16.9% |
| YTD | +18.5% | +8.5% | +10.1% | +13.0% |
| 1Y | +27.1% | +12.1% | +15.1% | +18.7% |
| 3Y | +49.3% | +64.7% | -15.4% | +11.8% |
| 5Y | -1.6% | +45.3% | -46.9% | -22.4% |
| All | +185.4% | +138.9% | +46.4% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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