+791.5%
SWKS vs VO
+827.2%
-35.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.8% |
| 7D | +12.5% | -0.3% | +12.8% | +12.9% |
| 30D | +10.5% | -0.3% | +10.8% | +11.0% |
| 3M | -7.4% | +2.9% | -10.3% | -10.3% |
| 6M | +32.7% | +9.3% | +23.3% | +18.8% |
| YTD | +19.2% | +14.2% | +5.0% | +0.9% |
| 1Y | +2.4% | +15.3% | -12.9% | -14.1% |
| 3Y | -25.6% | +56.2% | -81.9% | -56.8% |
| 5Y | -53.4% | +42.4% | -95.9% | -68.9% |
| 10Y | +23.2% | +194.7% | -171.6% | -65.8% |
| All | +791.5% | +827.2% | -35.8% | -49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling