+121.2%
SKYW vs VT
+63.7%
+57.5%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.9% |
| 7D | -0.5% | -2.0% | +1.5% | +2.4% |
| 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% | -10.8% |
| YTD | -4.6% | +13.1% | -17.7% | -19.9% |
| 1Y | -11.4% | +19.0% | -30.5% | -30.8% |
| 3Y | +125.3% | +73.9% | +51.3% | +4.9% |
| 5Y | +121.2% | +65.4% | +55.8% | +15.2% |
| All | +121.2% | +63.7% | +57.5% | +15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling