+72.7%
SWK vs VSAT
+87.1%
-14.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.2% | +2.9% | -1.7% |
| 7D | -2.0% | +20.0% | -21.9% | -3.9% |
| 30D | +24.6% | +6.5% | +18.1% | +22.6% |
| 3M | +10.8% | -18.3% | +29.1% | +12.8% |
| 6M | +46.1% | +0.4% | +45.7% | +42.5% |
| YTD | +56.8% | +106.7% | -49.9% | +33.2% |
| 1Y | +72.7% | +89.9% | -17.1% | +48.3% |
| All | +72.7% | +87.1% | -14.4% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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