-86.7%
SPWH price history and return analytics
+255.0%
-341.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +12.1% | +0.4% | +11.6% | +11.6% |
| 30D | +10.2% | +1.0% | +9.2% | +9.1% |
| 3M | -7.1% | +2.4% | -9.5% | -9.1% |
| 6M | -9.7% | +12.0% | -21.7% | -18.7% |
| YTD | -11.0% | +15.3% | -26.3% | -22.1% |
| 1Y | -56.8% | +22.6% | -79.4% | -64.2% |
| 3Y | -72.3% | +74.7% | -147.0% | -82.6% |
| 5Y | -92.7% | +66.1% | -158.8% | -95.2% |
| 10Y | -87.5% | +225.0% | -312.6% | -94.9% |
| All | -86.7% | +255.0% | -341.7% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling