+228.1%
SKWD price history and return analytics
+85.5%
+142.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -1.9% | +2.9% | -4.8% | -3.2% |
| 30D | +5.1% | -2.5% | +7.6% | +6.2% |
| 3M | +4.2% | -3.3% | +7.6% | +5.7% |
| 6M | +38.1% | +1.5% | +36.6% | +35.5% |
| YTD | +22.6% | +11.4% | +11.3% | +12.7% |
| 1Y | +26.8% | +11.9% | +14.9% | +16.1% |
| 3Y | +105.3% | +73.9% | +31.5% | +39.6% |
| All | +228.1% | +85.5% | +142.6% | +105.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling