+413.1%
SWX price history and return analytics
+374.2%
+39.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.2% | +0.4% | -1.6% | -1.5% |
| 30D | -2.2% | +1.0% | -3.2% | -2.9% |
| 3M | +1.7% | +2.4% | -0.7% | -0.4% |
| 6M | -0.3% | +12.0% | -12.3% | -8.7% |
| YTD | +12.4% | +15.3% | -2.9% | +0.6% |
| 1Y | +14.7% | +22.6% | -7.9% | -2.0% |
| 3Y | +56.6% | +74.7% | -18.1% | +2.8% |
| 5Y | +46.0% | +66.1% | -20.1% | -2.3% |
| 10Y | +70.0% | +225.0% | -155.0% | -31.3% |
| All | +413.1% | +374.2% | +39.0% | +37.9% |
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 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