+2.9%
SWKS vs VTR
+36.7%
-33.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.3% | +1.7% |
| 7D | +11.8% | -2.4% | +14.2% | +11.2% |
| 30D | +6.7% | -3.7% | +10.5% | +5.7% |
| 3M | 0.0% | +13.5% | -13.5% | +3.7% |
| 6M | +38.7% | +7.2% | +31.5% | +43.3% |
| YTD | +21.4% | +17.6% | +3.8% | +27.7% |
| 1Y | +2.9% | +35.4% | -32.5% | +13.3% |
| All | +2.9% | +36.7% | -33.8% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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