+231.2%
SWKS vs VXUS
+156.0%
+75.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.6% | +2.8% |
| 7D | -9.2% | -3.4% | -5.8% | -5.2% |
| 30D | -1.9% | -5.8% | +3.9% | +5.9% |
| 3M | +21.2% | -6.4% | +27.7% | +32.0% |
| 6M | +12.9% | -2.5% | +15.4% | +16.3% |
| YTD | +30.7% | +7.9% | +22.8% | +16.4% |
| 1Y | +14.1% | +11.5% | +2.6% | -2.7% |
| 3Y | -1.7% | +63.4% | -65.1% | -48.8% |
| 5Y | -43.0% | +42.9% | -85.9% | -63.9% |
| 10Y | +34.3% | +138.9% | -104.6% | -53.6% |
| All | +231.2% | +156.0% | +75.2% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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