+156.9%
VEA vs SW
+184.4%
-27.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.1% | -0.8% |
| 7D | 0.0% | +2.2% | -2.2% | -0.3% |
| 30D | -1.4% | +7.4% | -8.8% | -2.3% |
| 3M | -4.1% | -5.9% | +1.8% | -3.5% |
| 6M | -1.3% | +9.0% | -10.3% | -2.6% |
| YTD | +12.1% | +18.1% | -6.0% | +9.3% |
| 1Y | +16.1% | +28.7% | -12.6% | +12.1% |
| 3Y | +73.0% | +48.8% | +24.2% | +63.1% |
| 5Y | +55.1% | +2.5% | +52.7% | +47.6% |
| 10Y | +156.9% | +184.4% | -27.5% | +117.3% |
| All | +156.9% | +184.4% | -27.5% | +117.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling