+23.8%
SWKS vs VSH
+83.5%
-59.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +13.4% | -12.7% | -3.2% |
| 7D | -2.7% | +3.5% | -6.2% | -4.4% |
| 30D | +8.5% | -22.4% | +30.9% | +15.9% |
| 3M | +17.3% | -25.2% | +42.5% | +26.1% |
| 6M | +25.1% | -22.5% | +47.7% | +33.8% |
| YTD | +33.3% | +84.2% | -50.9% | +7.4% |
| All | +23.8% | +83.5% | -59.7% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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