+29.3%
V vs SW
+29.5%
-0.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.1% | -0.2% | +3.5% |
| 7D | +9.0% | +12.1% | -3.1% | +7.9% |
| 30D | +18.1% | +6.6% | +11.5% | +17.4% |
| 3M | +18.3% | -6.0% | +24.4% | +18.6% |
| 6M | +34.1% | +21.5% | +12.6% | +31.5% |
| YTD | +25.2% | +20.3% | +4.9% | +22.8% |
| 1Y | +29.3% | +28.1% | +1.2% | +25.4% |
| All | +29.3% | +29.5% | -0.2% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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