+427.3%
SWX price history and return analytics
+345.0%
+82.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | +0.8% |
| 7D | -2.8% | -4.2% | +1.3% | 0.0% |
| 30D | +8.6% | -5.8% | +14.4% | +13.0% |
| 3M | +0.5% | -5.2% | +5.7% | +4.1% |
| 6M | -2.0% | +0.1% | -2.1% | -2.9% |
| YTD | +15.5% | +8.2% | +7.3% | +7.9% |
| 1Y | +17.9% | +10.1% | +7.8% | +8.6% |
| 3Y | +62.6% | +69.7% | -7.1% | +8.7% |
| 5Y | +51.0% | +53.4% | -2.3% | +6.7% |
| 10Y | +75.6% | +219.2% | -143.6% | -28.5% |
| All | +427.3% | +345.0% | +82.3% | +47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling