+6.2%
SWAN price history and return analytics
+57.5%
-51.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -0.7% | -0.1% | -0.5% | -0.6% |
| 30D | -1.5% | -3.1% | +1.5% | +0.1% |
| 3M | -4.3% | -3.5% | -0.8% | -2.4% |
| 6M | -3.0% | +0.5% | -3.5% | -3.3% |
| YTD | +1.0% | +10.8% | -9.8% | -4.4% |
| 1Y | +0.9% | +11.9% | -11.0% | -4.9% |
| 3Y | +43.8% | +73.0% | -29.1% | +8.5% |
| 5Y | +6.2% | +58.6% | -52.4% | -17.4% |
| All | +6.2% | +57.5% | -51.3% | -17.4% |
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