-54.6%
SMWB price history and return analytics
+59.8%
-114.4%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +1.7% |
| 7D | -8.3% | -0.7% | -7.6% | -7.4% |
| 30D | -8.5% | -1.7% | -6.7% | -6.1% |
| 3M | +11.4% | -2.3% | +13.8% | +15.3% |
| 6M | +153.3% | +1.5% | +151.8% | +148.1% |
| YTD | +7.9% | +12.0% | -4.2% | -9.3% |
| 1Y | -4.7% | +12.9% | -17.6% | -20.7% |
| 3Y | +56.0% | +74.9% | -19.0% | -31.2% |
| 5Y | -54.6% | +59.9% | -114.6% | -75.1% |
| All | -54.6% | +59.8% | -114.4% | -75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling