+28.1%
SW vs VTRS
+90.6%
-62.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.5% | +3.4% |
| 7D | +12.1% | +2.4% | +9.7% | +10.9% |
| 30D | +6.6% | +9.1% | -2.5% | +2.4% |
| 3M | -6.0% | +9.4% | -15.4% | -10.0% |
| 6M | +21.5% | +28.3% | -6.9% | +7.6% |
| YTD | +20.3% | +58.0% | -37.7% | -2.0% |
| 1Y | +28.1% | +89.7% | -61.6% | -0.7% |
| All | +28.1% | +90.6% | -62.5% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling