+185.4%
SW price history and return analytics
+214.8%
-29.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +1.2% |
| 7D | +4.7% | -4.2% | +8.8% | +7.6% |
| 30D | +5.0% | -5.8% | +10.8% | +9.2% |
| 3M | -7.3% | -5.2% | -2.1% | -3.9% |
| 6M | +15.0% | +0.1% | +14.9% | +15.3% |
| YTD | +18.5% | +8.2% | +10.3% | +13.4% |
| 1Y | +27.1% | +10.1% | +17.0% | +20.4% |
| 3Y | +49.3% | +69.7% | -20.3% | +12.5% |
| 5Y | -1.6% | +53.4% | -55.0% | -23.2% |
| All | +185.4% | +214.8% | -29.4% | +62.6% |
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