+30.3%
SWKS vs VUG
+3.3%
+27.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.7% | +4.3% | +4.8% |
| 7D | +5.7% | -1.1% | +6.8% | +6.4% |
| 30D | +17.3% | -7.0% | +24.3% | +23.2% |
| 3M | +28.3% | -3.7% | +32.0% | +31.0% |
| 6M | +26.1% | -1.6% | +27.7% | +26.9% |
| YTD | +41.1% | +5.1% | +35.9% | +36.5% |
| All | +30.3% | +3.3% | +27.0% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling