+77.4%
VTI vs SWKS
+11.3%
+66.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +2.5% | +9.4% | -6.9% | +0.9% |
| 30D | -1.5% | +17.0% | -18.5% | -4.3% |
| 3M | -3.2% | +28.9% | -32.1% | -8.4% |
| 6M | +2.3% | +33.1% | -30.8% | -4.7% |
| YTD | +11.6% | +44.8% | -33.2% | +1.1% |
| 1Y | +13.8% | +36.2% | -22.4% | +4.4% |
| 3Y | +77.4% | +11.5% | +65.9% | +54.7% |
| All | +77.4% | +11.3% | +66.2% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 3y: compounded portfolio wealth divided by compounded SWKS 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…
3y analysis · Full analysis span regression · 6 months rolling