+213.1%
SKWD vs VT
+85.4%
+127.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | -2.1% |
| 7D | -2.2% | +0.4% | -2.5% | -2.5% |
| 30D | +2.5% | -2.6% | +5.1% | +3.7% |
| 3M | -6.1% | -3.2% | -2.8% | -4.7% |
| 6M | +28.1% | +0.9% | +27.1% | +26.1% |
| YTD | +17.0% | +11.3% | +5.7% | +7.6% |
| 1Y | +25.9% | +14.0% | +11.9% | +13.8% |
| 3Y | +97.0% | +75.8% | +21.2% | +33.0% |
| All | +213.1% | +85.4% | +127.7% | +95.9% |
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 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