+19.6%
SW vs VIG
+56.4%
-36.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.9% |
| 7D | -5.1% | -0.4% | -4.7% | -4.5% |
| 30D | -4.6% | -1.0% | -3.6% | -3.2% |
| 3M | +9.4% | +2.8% | +6.6% | +5.7% |
| 6M | +3.5% | +8.2% | -4.7% | -6.7% |
| YTD | +22.0% | +11.0% | +11.0% | +6.5% |
| 1Y | +2.2% | +16.1% | -13.9% | -15.4% |
| All | +19.6% | +56.4% | -36.8% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling