+74.2%
SPWO price history and return analytics
+64.0%
+10.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.2% |
| 7D | -1.6% | -1.1% | -0.5% | -0.3% |
| 30D | -1.5% | -1.0% | -0.5% | -0.4% |
| 3M | -0.8% | +3.2% | -3.9% | -4.0% |
| 6M | +14.2% | +12.5% | +1.7% | +1.2% |
| YTD | +22.6% | +14.1% | +8.5% | +7.4% |
| 1Y | +30.0% | +18.9% | +11.1% | +9.4% |
| All | +74.2% | +64.0% | +10.2% | +4.8% |
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