+752.4%
SWKS vs VCIT
+96.2%
+656.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -3.2% |
| 7D | -4.9% | +0.4% | -5.4% | -5.1% |
| 30D | -1.2% | +2.2% | -3.4% | -2.2% |
| 3M | +24.2% | -1.8% | +26.0% | +25.2% |
| 6M | +21.5% | -1.6% | +23.1% | +22.5% |
| YTD | +33.5% | -1.7% | +35.2% | +34.7% |
| 1Y | +18.9% | -0.8% | +19.8% | +19.5% |
| 3Y | +0.4% | +19.3% | -18.9% | -5.6% |
| 5Y | -44.3% | +3.5% | -47.8% | -48.5% |
| 10Y | +37.1% | +28.6% | +8.5% | +41.7% |
| All | +752.4% | +96.2% | +656.2% | +1,300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling