+11.5%
SWKS vs VSH
+31.2%
-19.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | +1.7% |
| 7D | +9.4% | +14.3% | -4.9% | +2.6% |
| 30D | +17.0% | -7.9% | +24.8% | +18.5% |
| 3M | +28.9% | -19.9% | +48.8% | +37.6% |
| 6M | +33.1% | -30.5% | +63.7% | +44.9% |
| YTD | +44.8% | +85.7% | -40.9% | -10.2% |
| 1Y | +36.2% | +98.9% | -62.7% | -19.2% |
| 3Y | +11.5% | +32.1% | -20.6% | -17.1% |
| All | +11.5% | +31.2% | -19.7% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling