+136.6%
SWZ price history and return analytics
+345.0%
-208.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +1.1% |
| 7D | -0.7% | -4.2% | +3.5% | +2.1% |
| 30D | -0.2% | -5.8% | +5.6% | +3.8% |
| 3M | -2.5% | -5.2% | +2.7% | +0.9% |
| 6M | -4.5% | +0.1% | -4.6% | -5.0% |
| YTD | -6.9% | +8.2% | -15.1% | -12.4% |
| 1Y | -3.2% | +10.1% | -13.3% | -10.0% |
| 3Y | +25.7% | +69.7% | -44.0% | -14.7% |
| 5Y | +11.6% | +53.4% | -41.8% | -19.6% |
| 10Y | +96.1% | +219.2% | -123.1% | -18.9% |
| All | +136.6% | +345.0% | -208.4% | -33.6% |
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 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