-68.7%
SWAG price history and return analytics
+57.4%
-126.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | -5.3% | +2.9% | -8.2% | -7.4% |
| 30D | -11.4% | -2.5% | -8.9% | -9.7% |
| 3M | -37.7% | -3.3% | -34.4% | -36.1% |
| 6M | -26.2% | +1.5% | -27.7% | -27.2% |
| YTD | -25.3% | +11.4% | -36.7% | -31.1% |
| 1Y | -63.0% | +11.9% | -74.9% | -65.8% |
| 3Y | 0.0% | +73.9% | -73.9% | -31.8% |
| 5Y | -78.4% | +57.9% | -136.3% | -80.7% |
| All | -68.7% | +57.4% | -126.1% | -72.0% |
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 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