+791.5%
SWKS vs VGT
+2,283.9%
-1,492.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.1% |
| 7D | +12.5% | +1.0% | +11.5% | +11.1% |
| 30D | +10.5% | +1.3% | +9.2% | +8.5% |
| 3M | -7.4% | -1.1% | -6.2% | -6.2% |
| 6M | +32.7% | +32.6% | 0.0% | -8.9% |
| YTD | +19.2% | +29.0% | -9.8% | -16.2% |
| 1Y | +2.4% | +39.7% | -37.3% | -35.2% |
| 3Y | -25.6% | +120.9% | -146.5% | -74.6% |
| 5Y | -53.4% | +133.6% | -187.0% | -85.4% |
| 10Y | +23.2% | +792.6% | -769.4% | -94.0% |
| All | +791.5% | +2,283.9% | -1,492.4% | -85.8% |
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