+118.6%
SKYW vs VT
+72.7%
+45.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.9% |
| 7D | -0.5% | -2.0% | +1.5% | +2.3% |
| 30D | -11.2% | -1.4% | -9.8% | -9.4% |
| 3M | +12.4% | +4.7% | +7.7% | +5.2% |
| 6M | +4.1% | +11.4% | -7.2% | -10.9% |
| YTD | -4.6% | +13.1% | -17.7% | -20.1% |
| 1Y | -11.4% | +19.0% | -30.5% | -31.0% |
| All | +118.6% | +72.7% | +45.9% | +6.0% |
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