-13.7%
SWKS vs VG
-39.3%
+25.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.6% |
| 7D | +12.5% | +1.7% | +10.8% | +12.3% |
| 30D | +10.5% | +16.0% | -5.5% | +8.7% |
| 3M | -7.4% | +9.7% | -17.1% | -9.0% |
| 6M | +32.7% | +29.6% | +3.1% | +24.9% |
| YTD | +19.2% | +112.0% | -92.9% | +1.7% |
| 1Y | +2.4% | +12.8% | -10.4% | -2.5% |
| All | -13.7% | -39.3% | +25.7% | -9.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling