+8,007.1%
SWKS vs VSH
+1,674.8%
+6,332.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.4% | -0.9% | +1.2% |
| 7D | +12.5% | +4.1% | +8.5% | +10.2% |
| 30D | +10.5% | -4.2% | +14.7% | +12.3% |
| 3M | -7.4% | -50.0% | +42.6% | +27.2% |
| 6M | +32.7% | +80.2% | -47.5% | -10.6% |
| YTD | +19.2% | +121.1% | -101.9% | -29.2% |
| 1Y | +2.4% | +112.0% | -109.6% | -38.3% |
| 3Y | -25.6% | +22.5% | -48.1% | -42.1% |
| 5Y | -53.4% | +64.0% | -117.5% | -69.2% |
| 10Y | +23.2% | +170.4% | -147.2% | -39.9% |
| All | +8,007.1% | +1,674.8% | +6,332.3% | +2,193.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling