+8,794.6%
SWKS vs VSH
+1,132.9%
+7,661.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -14.8% | +12.7% | +5.6% |
| 7D | -9.2% | -25.2% | +16.0% | +4.4% |
| 30D | -1.9% | -41.8% | +39.9% | +26.9% |
| 3M | +21.2% | -33.4% | +54.7% | +44.7% |
| 6M | +12.9% | -31.0% | +43.9% | +24.4% |
| YTD | +30.7% | +53.6% | -22.8% | -8.8% |
| 1Y | +14.1% | +46.3% | -32.2% | -18.6% |
| 3Y | -1.7% | -1.0% | -0.7% | -17.1% |
| 5Y | -43.0% | +18.6% | -61.6% | -56.5% |
| 10Y | +34.3% | +91.7% | -57.4% | -23.9% |
| All | +8,794.6% | +1,132.9% | +7,661.8% | +2,856.3% |
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