+61.4%
SWAN price history and return analytics
+151.3%
-89.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | 0.0% |
| 7D | -1.2% | -2.3% | +1.1% | -0.3% |
| 30D | -1.6% | -5.0% | +3.3% | +0.4% |
| 3M | -4.2% | -4.9% | +0.7% | -2.3% |
| 6M | -3.4% | -1.5% | -1.8% | -2.8% |
| YTD | +0.7% | +8.5% | -7.8% | -2.3% |
| 1Y | +1.6% | +11.4% | -9.8% | -2.4% |
| 3Y | +44.3% | +70.1% | -25.7% | +19.5% |
| 5Y | +4.6% | +53.7% | -49.2% | -11.7% |
| All | +61.4% | +151.3% | -89.9% | +25.7% |
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