+32.2%
SKWD vs VT
+10.5%
+21.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -5.5% |
| 7D | +2.2% | -2.3% | +4.5% | +1.9% |
| 30D | +5.0% | -5.0% | +10.0% | +4.5% |
| 3M | -8.0% | -4.9% | -3.2% | -8.5% |
| 6M | +37.7% | -1.5% | +39.2% | +36.3% |
| YTD | +18.1% | +8.5% | +9.6% | +10.9% |
| 1Y | +32.2% | +11.4% | +20.8% | +21.0% |
| All | +32.2% | +10.5% | +21.7% | +21.0% |
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