-56.3%
SWAG price history and return analytics
+63.1%
-119.4%
-88.2%
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 | +1.2% | +0.4% | +0.7% | +0.8% |
| 30D | -11.3% | +1.0% | -12.3% | -12.0% |
| 3M | -18.0% | +2.4% | -20.4% | -19.5% |
| 6M | +1.2% | +12.0% | -10.8% | -7.3% |
| YTD | +4.2% | +15.3% | -11.1% | -6.3% |
| 1Y | -3.9% | +22.6% | -26.5% | -16.3% |
| 3Y | +53.1% | +74.7% | -21.6% | +3.9% |
| All | -56.3% | +63.1% | -119.4% | -61.9% |
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