-67.7%
SWAG price history and return analytics
+53.4%
-121.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.5% |
| 7D | -1.5% | -2.3% | +0.8% | +0.1% |
| 30D | -9.9% | -5.0% | -4.9% | -6.3% |
| 3M | -35.4% | -4.9% | -30.5% | -32.9% |
| 6M | -22.4% | -1.5% | -20.9% | -21.6% |
| YTD | -22.9% | +8.5% | -31.4% | -27.4% |
| 1Y | -35.7% | +11.4% | -47.1% | -40.1% |
| 3Y | +5.8% | +70.1% | -64.3% | -26.6% |
| All | -67.7% | +53.4% | -121.1% | -70.5% |
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