+117.9%
SKWD price history and return analytics
+69.7%
+48.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.7% | -5.6% |
| 7D | +2.2% | -2.3% | +4.5% | +3.2% |
| 30D | +5.0% | -5.0% | +10.0% | +7.3% |
| 3M | -8.0% | -4.9% | -3.2% | -6.1% |
| 6M | +37.7% | -1.5% | +39.2% | +37.1% |
| YTD | +18.1% | +8.5% | +9.6% | +9.7% |
| 1Y | +32.2% | +11.4% | +20.8% | +20.4% |
| 3Y | +117.9% | +70.1% | +47.8% | +48.7% |
| All | +117.9% | +69.7% | +48.1% | +48.7% |
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