-85.5%
SPWH price history and return analytics
+221.8%
-307.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.2% |
| 7D | +8.3% | +2.4% | +5.9% | +5.8% |
| 30D | +10.3% | -1.5% | +11.8% | +12.1% |
| 3M | -1.7% | -4.1% | +2.5% | +2.8% |
| 6M | -11.3% | +0.6% | -11.8% | -11.5% |
| YTD | -19.2% | +11.0% | -30.2% | -27.1% |
| 1Y | -41.9% | +13.3% | -55.2% | -48.6% |
| 3Y | -74.8% | +73.4% | -148.2% | -84.6% |
| 5Y | -93.2% | +57.4% | -150.7% | -95.5% |
| All | -85.5% | +221.8% | -307.3% | -94.1% |
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 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