+20.1%
SWKS vs VG
+48.6%
-28.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | -6.2% | -22.0% | +15.9% | -6.6% |
| 30D | -1.5% | -11.6% | +10.2% | -1.6% |
| 3M | +23.0% | -14.9% | +37.8% | +23.1% |
| 6M | +27.6% | -3.5% | +31.1% | +28.4% |
| YTD | +32.3% | +70.0% | -37.7% | +29.7% |
| 1Y | +20.1% | +50.0% | -29.9% | +18.6% |
| All | +20.1% | +48.6% | -28.5% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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