-30.7%
SWAG price history and return analytics
+15.2%
-45.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -2.8% |
| 7D | -3.0% | -0.3% | -2.7% | -2.4% |
| 30D | -7.7% | -1.4% | -6.3% | -5.5% |
| 3M | -33.5% | -1.4% | -32.1% | -32.1% |
| 6M | -13.2% | +5.5% | -18.7% | -23.5% |
| YTD | -21.1% | +12.8% | -33.9% | -47.8% |
| 1Y | -30.7% | +15.4% | -46.1% | -62.0% |
| All | -30.7% | +15.2% | -45.9% | -62.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling