-63.0%
SMWB price history and return analytics
+76.1%
-139.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +2.0% |
| 7D | -8.9% | -2.0% | -6.9% | -6.1% |
| 30D | +11.7% | -1.4% | +13.1% | +14.3% |
| 3M | +94.2% | +4.7% | +89.5% | +82.4% |
| 6M | +201.1% | +11.4% | +189.8% | +157.3% |
| YTD | +8.1% | +13.1% | -4.9% | -10.0% |
| 1Y | -17.8% | +19.0% | -36.9% | -36.4% |
| 3Y | +19.5% | +73.9% | -54.5% | -46.4% |
| 5Y | -61.3% | +65.4% | -126.7% | -80.2% |
| All | -63.0% | +76.1% | -139.1% | -81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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