+32.3%
SKWD vs VT
+12.5%
+19.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.5% | +6.3% | +5.8% |
| 7D | +4.0% | -0.1% | +4.1% | +3.9% |
| 30D | +8.5% | -3.1% | +11.6% | +8.3% |
| 3M | +2.1% | -3.5% | +5.6% | +1.8% |
| 6M | +35.6% | +0.5% | +35.1% | +34.6% |
| YTD | +23.9% | +10.8% | +13.1% | +16.6% |
| 1Y | +32.3% | +11.9% | +20.4% | +23.3% |
| All | +32.3% | +12.5% | +19.9% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling