+50.0%
SWK vs VSAT
+202.5%
-152.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -11.1% | +8.5% | -1.2% |
| 7D | +11.3% | -23.9% | +35.1% | +14.7% |
| 30D | +28.1% | -20.2% | +48.3% | +30.8% |
| 3M | +12.6% | -26.7% | +39.3% | +16.0% |
| 6M | +51.7% | -9.4% | +61.2% | +50.0% |
| YTD | +60.0% | +72.3% | -12.4% | +43.0% |
| 1Y | +72.7% | +56.6% | +16.1% | +55.8% |
| All | +50.0% | +202.5% | -152.5% | +8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling