+183.3%
SW vs VEU
+147.4%
+35.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -1.7% |
| 7D | +1.8% | +0.8% | +1.1% | +1.2% |
| 30D | +7.0% | -1.6% | +8.7% | +8.1% |
| 3M | -7.6% | -4.2% | -3.5% | -4.9% |
| 6M | +8.5% | -1.5% | +10.0% | +9.9% |
| YTD | +17.7% | +11.7% | +6.0% | +9.9% |
| 1Y | +27.1% | +15.6% | +11.5% | +16.1% |
| 3Y | +48.2% | +71.7% | -23.5% | +8.0% |
| 5Y | -2.3% | +49.5% | -51.8% | -24.5% |
| 10Y | +183.3% | +145.6% | +37.7% | +68.0% |
| All | +183.3% | +147.4% | +35.9% | +68.0% |
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