+288.1%
SWBI vs VT
+356.1%
-68.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -5.1% | -1.6% | -3.5% | -3.9% |
| 30D | -10.0% | -2.5% | -7.5% | -8.2% |
| 3M | -9.9% | -1.3% | -8.6% | -9.0% |
| 6M | -13.8% | +3.1% | -16.9% | -15.9% |
| YTD | +37.2% | +10.9% | +26.3% | +26.1% |
| 1Y | +48.6% | +12.1% | +36.5% | +35.6% |
| 3Y | +3.5% | +73.9% | -70.4% | -32.9% |
| 5Y | -30.9% | +58.0% | -88.9% | -51.5% |
| 10Y | -20.8% | +225.5% | -246.2% | -70.5% |
| All | +288.1% | +356.1% | -68.0% | +26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling