-25.2%
SWKS vs VT
+75.0%
-100.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.6% |
| 7D | +12.5% | +0.4% | +12.1% | +11.6% |
| 30D | +10.5% | +1.0% | +9.5% | +8.7% |
| 3M | -7.4% | +2.4% | -9.8% | -10.3% |
| 6M | +32.7% | +12.0% | +20.7% | +10.2% |
| YTD | +19.2% | +15.3% | +3.8% | -6.5% |
| 1Y | +2.4% | +22.6% | -20.2% | -27.7% |
| All | -25.2% | +75.0% | -100.2% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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