+928.1%
SWKS vs VNQ
+392.5%
+535.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.9% |
| 7D | +12.5% | -1.3% | +13.8% | +13.3% |
| 30D | +10.5% | -2.9% | +13.4% | +12.6% |
| 3M | -7.4% | +0.8% | -8.2% | -8.3% |
| 6M | +32.7% | +2.5% | +30.2% | +29.9% |
| YTD | +19.2% | +10.6% | +8.5% | +11.3% |
| 1Y | +2.4% | +9.1% | -6.7% | -3.6% |
| 3Y | -25.6% | +31.0% | -56.7% | -37.2% |
| 5Y | -53.4% | +4.9% | -58.3% | -54.6% |
| 10Y | +23.2% | +59.5% | -36.3% | -6.9% |
| All | +928.1% | +392.5% | +535.6% | +220.7% |
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