+32.1%
SWKS vs VO
+196.6%
-164.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.4% |
| 7D | -6.2% | -2.6% | -3.6% | -2.9% |
| 30D | -1.5% | -0.9% | -0.5% | -0.4% |
| 3M | +23.0% | -3.0% | +26.0% | +27.7% |
| 6M | +27.6% | +2.2% | +25.4% | +24.1% |
| YTD | +32.3% | +10.6% | +21.7% | +15.4% |
| 1Y | +20.1% | +12.5% | +7.6% | +2.3% |
| 3Y | +0.6% | +61.4% | -60.7% | -45.9% |
| 5Y | -42.3% | +33.4% | -75.7% | -59.2% |
| All | +32.1% | +196.6% | -164.4% | -69.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling