+72.6%
SWX price history and return analytics
+215.5%
-142.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -1.9% | -2.3% | +0.4% | -0.4% |
| 30D | +10.7% | -5.0% | +15.7% | +14.4% |
| 3M | -0.5% | -4.9% | +4.4% | +2.7% |
| 6M | +2.0% | -1.5% | +3.5% | +2.3% |
| YTD | +16.6% | +8.5% | +8.1% | +8.7% |
| 1Y | +19.3% | +11.4% | +7.9% | +9.0% |
| 3Y | +68.5% | +70.1% | -1.6% | +11.3% |
| 5Y | +52.4% | +53.7% | -1.3% | +7.6% |
| All | +72.6% | +215.5% | -142.9% | -39.2% |
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