-87.4%
SPWH price history and return analytics
+217.6%
-305.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.1% |
| 7D | -4.3% | -0.1% | -4.2% | -4.1% |
| 30D | +0.9% | -3.1% | +4.0% | +4.3% |
| 3M | -6.7% | -3.5% | -3.2% | -3.1% |
| 6M | -25.0% | +0.5% | -25.5% | -25.1% |
| YTD | -24.0% | +10.8% | -34.8% | -31.3% |
| 1Y | -47.4% | +11.9% | -59.3% | -52.9% |
| 3Y | -75.8% | +73.0% | -148.7% | -85.1% |
| 5Y | -93.6% | +58.6% | -152.2% | -95.8% |
| 10Y | -87.4% | +219.2% | -306.6% | -95.3% |
| All | -87.4% | +217.6% | -305.0% | -95.3% |
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