-62.1%
SKF price history and return analytics
+72.7%
-134.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | -0.6% |
| 7D | +6.1% | -2.0% | +8.1% | +2.8% |
| 30D | +3.6% | -1.4% | +5.0% | +1.4% |
| 3M | -15.2% | +4.7% | -19.9% | -8.4% |
| 6M | -22.1% | +11.4% | -33.5% | -5.8% |
| YTD | -6.8% | +13.1% | -19.9% | +16.5% |
| 1Y | -11.9% | +19.0% | -30.9% | +21.7% |
| All | -62.1% | +72.7% | -134.8% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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