-0.6%
SWKS vs VO
+60.4%
-61.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.5% | +1.4% | +3.6% |
| 7D | -9.2% | -3.3% | -5.8% | -4.2% |
| 30D | -1.9% | -1.8% | -0.1% | +0.7% |
| 3M | +21.2% | -3.4% | +24.6% | +27.5% |
| 6M | +12.9% | +3.0% | +9.9% | +7.3% |
| YTD | +30.7% | +10.7% | +20.0% | +10.3% |
| 1Y | +14.1% | +11.8% | +2.3% | -5.3% |
| All | -0.6% | +60.4% | -61.0% | -55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling