+1.3%
SWKS vs VIG
+67.1%
-65.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.6% |
| 7D | -3.1% | +1.0% | -4.1% | -5.5% |
| 30D | +8.3% | +4.5% | +3.8% | -1.5% |
| 3M | +20.2% | +2.1% | +18.2% | +14.6% |
| 6M | +24.9% | +10.5% | +14.5% | +2.1% |
| YTD | +33.2% | +15.1% | +18.1% | +0.4% |
| 1Y | +23.6% | +16.9% | +6.7% | -9.8% |
| 3Y | +1.3% | +65.6% | -64.3% | -64.2% |
| All | +1.3% | +67.1% | -65.8% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling