+791.5%
SWKS vs VUG
+1,251.8%
-460.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +4.2% |
| 7D | +12.5% | -0.1% | +12.6% | +12.6% |
| 30D | +10.5% | -0.3% | +10.8% | +10.9% |
| 3M | -7.4% | -0.7% | -6.7% | -6.3% |
| 6M | +32.7% | +14.6% | +18.0% | +9.7% |
| YTD | +19.2% | +9.0% | +10.1% | +4.8% |
| 1Y | +2.4% | +14.9% | -12.5% | -16.0% |
| 3Y | -25.6% | +86.0% | -111.7% | -68.7% |
| 5Y | -53.4% | +76.7% | -130.1% | -79.1% |
| 10Y | +23.2% | +411.3% | -388.1% | -87.6% |
| All | +791.5% | +1,251.8% | -460.3% | -76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling