+12.7%
VTI vs SW
+25.9%
-13.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.4% |
| 7D | -0.7% | -2.6% | +1.9% | -0.4% |
| 30D | -1.9% | +7.2% | -9.1% | -2.9% |
| 3M | -1.4% | -10.5% | +9.0% | 0.0% |
| 6M | +3.5% | +9.9% | -6.4% | +1.5% |
| YTD | +12.6% | +17.2% | -4.7% | +8.4% |
| 1Y | +12.7% | +26.5% | -13.8% | +6.9% |
| All | +12.7% | +25.9% | -13.2% | +6.9% |
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