+235.2%
SWIM price history and return analytics
+76.6%
+158.7%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.7% | +10.0% | +8.1% |
| 7D | +16.0% | -0.3% | +16.3% | +16.9% |
| 30D | +28.0% | -1.4% | +29.4% | +32.0% |
| 3M | +43.5% | -1.4% | +44.9% | +47.9% |
| 6M | +41.0% | +5.5% | +35.6% | +23.8% |
| YTD | +28.8% | +12.8% | +16.0% | -2.3% |
| 1Y | +13.6% | +15.4% | -1.8% | -18.5% |
| All | +235.2% | +76.6% | +158.7% | -53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling