+195.0%
SKWD price history and return analytics
+89.9%
+105.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | -9.1% | -0.7% | -8.4% | -8.8% |
| 3M | +20.5% | +4.0% | +16.5% | +17.4% |
| 6M | +21.8% | +12.3% | +9.5% | +12.4% |
| YTD | +10.3% | +14.0% | -3.8% | +0.4% |
| 1Y | +15.8% | +20.3% | -4.5% | +1.4% |
| 3Y | +136.2% | +75.4% | +60.7% | +60.9% |
| All | +195.0% | +89.9% | +105.1% | +82.8% |
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