+74.5%
VTI vs SW
+39.0%
+35.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | -2.6% | +2.3% | -4.9% | -2.9% |
| 30D | -5.0% | +6.8% | -11.8% | -6.1% |
| 3M | -4.3% | -5.2% | +0.9% | -3.6% |
| 6M | +0.6% | +7.4% | -6.9% | -1.2% |
| YTD | +8.9% | +17.4% | -8.5% | +4.6% |
| 1Y | +11.1% | +27.1% | -16.0% | +5.2% |
| 3Y | +74.5% | +47.9% | +26.6% | +67.8% |
| All | +74.5% | +39.0% | +35.5% | +67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling