+2.4%
SWKS vs VO
+15.8%
-13.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.9% |
| 7D | +12.5% | -0.3% | +12.8% | +13.0% |
| 30D | +10.5% | -0.3% | +10.8% | +11.1% |
| 3M | -7.4% | +2.9% | -10.3% | -11.2% |
| 6M | +32.7% | +9.3% | +23.3% | +17.5% |
| YTD | +19.2% | +14.2% | +5.0% | -1.3% |
| 1Y | +2.4% | +15.3% | -12.9% | -15.9% |
| All | +2.4% | +15.8% | -13.4% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling