+77.5%
SWK vs VLTO
+18.3%
+59.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.8% | -0.5% |
| 7D | +11.0% | +5.4% | +5.6% | +9.6% |
| 30D | +30.1% | +22.3% | +7.7% | +24.0% |
| 3M | +14.7% | +19.6% | -5.0% | +9.9% |
| 6M | +44.5% | +35.2% | +9.3% | +34.7% |
| YTD | +59.4% | +17.9% | +41.5% | +54.0% |
| 1Y | +77.5% | +19.5% | +58.0% | +69.9% |
| All | +77.5% | +18.3% | +59.3% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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