+0.1%
SWBI price history and return analytics
+223.7%
-223.5%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +2.5% |
| 7D | +13.5% | +0.4% | +13.1% | +13.3% |
| 30D | +7.6% | -2.6% | +10.2% | +9.2% |
| 3M | +6.6% | -3.2% | +9.8% | +8.6% |
| 6M | +5.4% | +0.9% | +4.4% | +4.9% |
| YTD | +56.7% | +11.3% | +45.4% | +47.7% |
| 1Y | +81.5% | +14.0% | +67.5% | +68.8% |
| 3Y | +25.1% | +75.8% | -50.7% | -7.0% |
| 5Y | -16.7% | +57.8% | -74.5% | -36.3% |
| 10Y | +0.1% | +219.8% | -219.7% | -29.7% |
| All | +0.1% | +223.7% | -223.5% | -29.7% |
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