-51.2%
SWKS vs VWO
+34.9%
-86.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +2.2% |
| 7D | +11.8% | +0.9% | +10.9% | +10.7% |
| 30D | +6.7% | +1.3% | +5.5% | +5.1% |
| 3M | 0.0% | +5.1% | -5.1% | -5.2% |
| 6M | +38.7% | +12.5% | +26.2% | +20.6% |
| YTD | +21.4% | +14.0% | +7.3% | +3.4% |
| 1Y | +2.9% | +19.7% | -16.8% | -17.2% |
| 3Y | -16.4% | +66.8% | -83.2% | -55.1% |
| 5Y | -51.2% | +36.2% | -87.4% | -68.0% |
| All | -51.2% | +34.9% | -86.1% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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