+65.4%
SWK vs VLTO
+54.1%
+11.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.3% |
| 7D | +11.3% | +12.0% | -0.7% | +3.7% |
| 30D | +28.1% | +20.8% | +7.3% | +13.9% |
| 3M | +12.6% | +20.1% | -7.5% | +0.3% |
| 6M | +51.7% | +32.6% | +19.1% | +26.1% |
| YTD | +60.0% | +17.3% | +42.6% | +43.7% |
| 1Y | +72.7% | +17.3% | +55.4% | +54.8% |
| 3Y | +46.3% | +66.9% | -20.6% | +18.1% |
| All | +65.4% | +54.1% | +11.3% | +36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling