-53.0%
SWKS vs VT
+66.2%
-119.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.6% |
| 7D | +12.5% | +0.4% | +12.1% | +11.7% |
| 30D | +10.5% | +1.0% | +9.5% | +8.8% |
| 3M | -7.4% | +2.4% | -9.8% | -10.2% |
| 6M | +32.7% | +12.0% | +20.7% | +10.8% |
| YTD | +19.2% | +15.3% | +3.8% | -5.4% |
| 1Y | +2.4% | +22.6% | -20.2% | -26.2% |
| 3Y | -25.6% | +74.7% | -100.3% | -68.8% |
| All | -53.0% | +66.2% | -119.2% | -78.4% |
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