+897.6%
SWKS vs VGT
+2,103.8%
-1,206.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | -3.3% |
| 7D | -2.7% | -1.6% | -1.1% | -1.4% |
| 30D | +8.5% | -12.5% | +21.0% | +26.7% |
| 3M | +17.3% | -7.7% | +25.0% | +27.5% |
| 6M | +25.1% | -0.2% | +25.3% | +22.9% |
| YTD | +33.3% | +19.3% | +14.1% | +2.0% |
| 1Y | +22.9% | +18.2% | +4.7% | -5.2% |
| 3Y | +5.5% | +109.6% | -104.1% | -62.1% |
| 5Y | -41.9% | +105.5% | -147.4% | -78.8% |
| 10Y | +32.4% | +716.4% | -683.9% | -92.9% |
| All | +897.6% | +2,103.8% | -1,206.3% | -82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling