+95.1%
SWZ price history and return analytics
+223.7%
-128.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -0.8% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | +1.0% | -2.6% | +3.6% | +2.5% |
| 3M | -2.2% | -3.2% | +1.1% | -0.4% |
| 6M | -4.3% | +0.9% | -5.2% | -5.1% |
| YTD | -6.1% | +11.3% | -17.4% | -12.5% |
| 1Y | -2.7% | +14.0% | -16.7% | -10.6% |
| 3Y | +26.9% | +75.8% | -48.9% | -12.3% |
| 5Y | +12.0% | +57.8% | -45.9% | -17.7% |
| 10Y | +95.1% | +219.8% | -124.7% | -9.6% |
| All | +95.1% | +223.7% | -128.6% | -9.6% |
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