+31.4%
SWKS vs VTR
+22.0%
+9.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.1% | +5.9% | +6.0% |
| 7D | +5.7% | +1.4% | +4.3% | +6.0% |
| 30D | +17.3% | +8.2% | +9.1% | +19.2% |
| 3M | +28.3% | +4.6% | +23.7% | +29.7% |
| 6M | +26.1% | +4.3% | +21.7% | +31.5% |
| YTD | +41.1% | +19.0% | +22.1% | +47.7% |
| 1Y | +31.4% | +21.6% | +9.8% | +39.6% |
| All | +31.4% | +22.0% | +9.4% | +39.6% |
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