+60.8%
SWAN price history and return analytics
+157.2%
-96.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.3% | -0.4% |
| 7D | -0.3% | +2.4% | -2.7% | -1.2% |
| 30D | -1.4% | -1.5% | +0.1% | -0.8% |
| 3M | -5.6% | -4.1% | -1.5% | -4.1% |
| 6M | -3.9% | +0.6% | -4.4% | -4.0% |
| YTD | +0.3% | +11.0% | -10.7% | -3.6% |
| 1Y | +1.1% | +13.3% | -12.3% | -3.6% |
| 3Y | +43.3% | +73.4% | -30.1% | +17.7% |
| 5Y | +5.3% | +57.4% | -52.2% | -11.9% |
| All | +60.8% | +157.2% | -96.4% | +24.2% |
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