-16.6%
SWBI vs VT
+215.5%
-232.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +9.8% | -2.3% | +12.1% | +11.2% |
| 30D | -0.3% | -5.0% | +4.7% | +2.6% |
| 3M | +0.5% | -4.9% | +5.3% | +3.2% |
| 6M | -1.1% | -1.5% | +0.4% | -0.2% |
| YTD | +50.8% | +8.5% | +42.3% | +44.0% |
| 1Y | +73.0% | +11.4% | +61.6% | +63.0% |
| 3Y | +15.2% | +70.1% | -54.8% | -12.8% |
| 5Y | -20.0% | +53.7% | -73.7% | -37.9% |
| All | -16.6% | +215.5% | -232.1% | -40.8% |
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