-53.0%
SWKS vs VSH
+64.7%
-117.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.4% | -0.9% | +1.3% |
| 7D | +12.5% | +4.1% | +8.5% | +10.3% |
| 30D | +10.5% | -4.2% | +14.7% | +12.2% |
| 3M | -7.4% | -50.0% | +42.6% | +28.4% |
| 6M | +32.7% | +80.2% | -47.5% | -14.5% |
| YTD | +19.2% | +121.1% | -101.9% | -33.9% |
| 1Y | +2.4% | +112.0% | -109.6% | -42.3% |
| 3Y | -25.6% | +22.5% | -48.1% | -42.4% |
| All | -53.0% | +64.7% | -117.7% | -72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling