+27.1%
SW vs VTRS
+94.9%
-67.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -3.2% |
| 7D | +2.3% | +4.6% | -2.2% | +0.2% |
| 30D | +6.8% | +13.8% | -7.1% | +0.4% |
| 3M | -5.2% | +23.1% | -28.3% | -14.2% |
| 6M | +7.4% | +26.7% | -19.3% | -4.6% |
| YTD | +17.4% | +63.7% | -46.3% | -7.3% |
| 1Y | +27.1% | +103.9% | -76.8% | -6.1% |
| All | +27.1% | +94.9% | -67.8% | -6.1% |
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