-42.6%
SWKS vs VT
+57.9%
-100.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.2% |
| 7D | -0.1% | -1.6% | +1.5% | +2.5% |
| 30D | +0.4% | -2.5% | +2.9% | +4.4% |
| 3M | +39.3% | -1.3% | +40.6% | +42.3% |
| 6M | +24.1% | +3.1% | +21.0% | +18.5% |
| YTD | +37.5% | +10.9% | +26.5% | +15.9% |
| 1Y | +15.2% | +12.1% | +3.1% | -4.4% |
| 3Y | +3.4% | +73.9% | -70.5% | -56.5% |
| All | -42.6% | +57.9% | -100.5% | -71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling