-53.0%
SWKS vs VCIT
+4.1%
-57.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +12.5% | -0.3% | +12.9% | +13.0% |
| 30D | +10.5% | -0.8% | +11.3% | +11.7% |
| 3M | -7.4% | -1.0% | -6.4% | -6.0% |
| 6M | +32.7% | -1.8% | +34.5% | +36.2% |
| YTD | +19.2% | -0.7% | +19.9% | +20.5% |
| 1Y | +2.4% | +1.0% | +1.4% | +1.2% |
| 3Y | -25.6% | +18.8% | -44.5% | -39.9% |
| All | -53.0% | +4.1% | -57.1% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling