+1.7%
SWIM vs VT
+13.3%
-11.6%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +7.0% | -1.6% | +8.6% | +9.5% |
| 30D | +14.2% | -2.5% | +16.7% | +18.4% |
| 3M | +29.8% | -1.3% | +31.1% | +32.2% |
| 6M | +23.2% | +3.1% | +20.1% | +15.4% |
| YTD | +15.3% | +10.9% | +4.3% | -4.0% |
| All | +1.7% | +13.3% | -11.6% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling