-4.0%
SW price history and return analytics
+57.9%
-61.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.1% | -1.6% | +3.7% | +3.6% |
| 30D | +2.1% | -2.5% | +4.6% | +4.4% |
| 3M | -6.5% | -1.3% | -5.2% | -5.3% |
| 6M | +12.4% | +3.1% | +9.3% | +9.7% |
| YTD | +15.6% | +10.9% | +4.7% | +5.7% |
| 1Y | +22.3% | +12.1% | +10.2% | +10.8% |
| 3Y | +45.7% | +73.9% | -28.2% | -4.4% |
| All | -4.0% | +57.9% | -61.9% | -36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling