+1,150.4%
SWKS vs VNQ
+399.0%
+751.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +3.1% |
| 7D | +10.9% | +0.2% | +10.6% | +10.7% |
| 30D | +17.6% | +5.8% | +11.8% | +13.2% |
| 3M | +29.2% | 0.0% | +29.2% | +28.8% |
| 6M | +37.0% | +1.5% | +35.5% | +34.7% |
| YTD | +44.9% | +12.1% | +32.9% | +33.8% |
| 1Y | +33.8% | +10.6% | +23.2% | +24.6% |
| 3Y | +10.2% | +43.5% | -33.3% | -12.3% |
| 5Y | -37.0% | +6.8% | -43.8% | -39.5% |
| 10Y | +50.0% | +82.9% | -32.8% | +4.6% |
| All | +1,150.4% | +399.0% | +751.5% | +285.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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