+234.3%
SKWD vs VT
+80.3%
+154.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.1% | +6.7% | +4.6% |
| 7D | +9.1% | -4.2% | +13.3% | +11.3% |
| 30D | +13.0% | -5.8% | +18.8% | +16.2% |
| 3M | +1.3% | -5.2% | +6.5% | +3.7% |
| 6M | +45.4% | +0.1% | +45.2% | +43.2% |
| YTD | +24.9% | +8.2% | +16.7% | +16.4% |
| 1Y | +36.4% | +10.1% | +26.2% | +25.5% |
| 3Y | +128.7% | +69.7% | +59.1% | +57.3% |
| All | +234.3% | +80.3% | +154.1% | +112.1% |
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