-26.7%
SWBI vs VT
+224.5%
-251.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +0.9% | +0.4% | +0.4% | +0.6% |
| 30D | -12.4% | +1.0% | -13.3% | -12.9% |
| 3M | -14.3% | +2.4% | -16.7% | -15.4% |
| 6M | +9.3% | +12.0% | -2.7% | +2.5% |
| YTD | +33.0% | +15.3% | +17.6% | +22.7% |
| 1Y | +64.1% | +22.6% | +41.5% | +46.7% |
| 3Y | +25.3% | +74.7% | -49.4% | -7.1% |
| 5Y | -30.6% | +66.1% | -96.8% | -48.3% |
| All | -26.7% | +224.5% | -251.2% | -52.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling