+4,235.9%
SWKS vs VTR
+1,510.6%
+2,725.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.4% |
| 7D | -3.1% | +3.8% | -6.9% | -4.3% |
| 30D | +8.3% | +10.1% | -1.8% | +4.9% |
| 3M | +20.2% | -1.2% | +21.4% | +20.3% |
| 6M | +24.9% | +4.8% | +20.2% | +21.8% |
| YTD | +33.2% | +18.9% | +14.3% | +24.5% |
| 1Y | +23.6% | +21.8% | +1.7% | +14.6% |
| 3Y | +1.3% | +132.0% | -130.7% | -24.2% |
| 5Y | -40.6% | +94.7% | -135.2% | -53.4% |
| 10Y | +35.3% | +136.8% | -101.6% | -10.8% |
| All | +4,235.9% | +1,510.6% | +2,725.3% | +1,192.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling