-17.3%
SWBI vs VT
+214.8%
-232.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.0% | +1.2% |
| 7D | +5.0% | -4.2% | +9.1% | +7.5% |
| 30D | -1.2% | -5.8% | +4.6% | +2.1% |
| 3M | -1.5% | -5.2% | +3.7% | +1.4% |
| 6M | -3.8% | +0.1% | -3.9% | -3.8% |
| YTD | +49.4% | +8.2% | +41.2% | +42.9% |
| 1Y | +57.0% | +10.1% | +46.9% | +48.9% |
| 3Y | +12.7% | +69.7% | -57.0% | -14.6% |
| 5Y | -20.7% | +53.4% | -74.1% | -38.4% |
| All | -17.3% | +214.8% | -232.1% | -41.2% |
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