+889.9%
SWKS vs VGT
+2,035.6%
-1,145.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.1% | -0.5% |
| 7D | -6.2% | -7.2% | +1.1% | +2.5% |
| 30D | -1.5% | -16.1% | +14.6% | +21.5% |
| 3M | +23.0% | -9.2% | +32.1% | +36.7% |
| 6M | +27.6% | -0.7% | +28.3% | +26.3% |
| YTD | +32.3% | +15.6% | +16.8% | +5.4% |
| 1Y | +20.1% | +14.4% | +5.8% | -3.3% |
| 3Y | +0.6% | +105.2% | -104.6% | -62.9% |
| 5Y | -42.3% | +100.0% | -142.3% | -78.2% |
| 10Y | +35.9% | +712.1% | -676.2% | -92.7% |
| All | +889.9% | +2,035.6% | -1,145.7% | -82.1% |
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