+2.9%
SWKS vs VGT
+38.4%
-35.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +2.0% |
| 7D | +11.8% | +1.8% | +10.0% | +10.2% |
| 30D | +6.7% | -0.3% | +7.1% | +6.9% |
| 3M | 0.0% | +3.4% | -3.4% | -2.3% |
| 6M | +38.7% | +35.0% | +3.7% | +13.6% |
| YTD | +21.4% | +28.8% | -7.4% | +2.5% |
| 1Y | +2.9% | +38.0% | -35.1% | -20.0% |
| All | +2.9% | +38.4% | -35.5% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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