-85.2%
SPWH price history and return analytics
+222.7%
-307.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.8% | +6.8% |
| 7D | +10.0% | +2.9% | +7.1% | +6.9% |
| 30D | +9.0% | -2.5% | +11.5% | +12.0% |
| 3M | +2.5% | -3.3% | +5.9% | +6.3% |
| 6M | -11.7% | +1.5% | -13.2% | -12.8% |
| YTD | -17.1% | +11.4% | -28.5% | -25.5% |
| 1Y | -41.8% | +11.9% | -53.7% | -47.9% |
| 3Y | -73.6% | +73.9% | -147.5% | -83.9% |
| 5Y | -93.0% | +57.9% | -150.9% | -95.4% |
| All | -85.2% | +222.7% | -307.8% | -93.9% |
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