-51.2%
SWKS vs VTEB
+2.3%
-53.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.9% |
| 7D | +11.8% | -0.2% | +12.0% | +12.1% |
| 30D | +6.7% | -1.6% | +8.3% | +9.0% |
| 3M | 0.0% | -2.0% | +2.0% | +2.7% |
| 6M | +38.7% | -1.7% | +40.4% | +41.9% |
| YTD | +21.4% | -0.6% | +21.9% | +22.5% |
| 1Y | +2.9% | +1.8% | +1.1% | +0.7% |
| 3Y | -16.4% | +9.6% | -26.0% | -27.1% |
| 5Y | -51.2% | +2.1% | -53.2% | -63.9% |
| All | -51.2% | +2.3% | -53.5% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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