+231.0%
VTV vs SW
+182.7%
+48.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | -0.3% |
| 7D | -2.2% | +2.3% | -4.5% | -2.4% |
| 30D | +2.2% | +6.8% | -4.6% | +1.6% |
| 3M | +0.3% | -5.2% | +5.5% | +0.7% |
| 6M | +8.3% | +7.4% | +0.8% | +7.2% |
| YTD | +18.5% | +17.4% | +1.1% | +16.1% |
| 1Y | +23.0% | +27.1% | -4.1% | +19.7% |
| 3Y | +72.6% | +47.9% | +24.8% | +64.9% |
| 5Y | +73.3% | -2.6% | +75.8% | +67.4% |
| All | +231.0% | +182.7% | +48.3% | +189.7% |
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