-53.0%
SWKS vs VGT
+133.3%
-186.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.2% |
| 7D | +12.5% | +1.0% | +11.5% | +11.3% |
| 30D | +10.5% | +1.3% | +9.2% | +8.9% |
| 3M | -7.4% | -1.1% | -6.2% | -6.1% |
| 6M | +32.7% | +32.6% | 0.0% | -1.8% |
| YTD | +19.2% | +29.0% | -9.8% | -9.9% |
| 1Y | +2.4% | +39.7% | -37.3% | -29.0% |
| 3Y | -25.6% | +120.9% | -146.5% | -69.1% |
| All | -53.0% | +133.3% | -186.3% | -81.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling