+50.8%
SWKS price history and return analytics
+221.8%
-170.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.3% |
| 7D | +9.4% | +2.4% | +7.1% | +5.5% |
| 30D | +17.0% | -1.5% | +18.5% | +19.2% |
| 3M | +28.9% | -4.1% | +33.0% | +36.8% |
| 6M | +33.1% | +0.6% | +32.6% | +32.2% |
| YTD | +44.8% | +11.0% | +33.8% | +22.3% |
| 1Y | +36.2% | +13.3% | +22.9% | +11.5% |
| 3Y | +11.5% | +73.4% | -61.9% | -51.1% |
| 5Y | -37.1% | +57.4% | -94.5% | -67.1% |
| All | +50.8% | +221.8% | -170.9% | -72.7% |
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 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