+2.4%
SWKS vs VTRS
+66.3%
-63.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.6% |
| 7D | +12.5% | +3.3% | +9.2% | +11.8% |
| 30D | +10.5% | -3.6% | +14.1% | +11.1% |
| 3M | -7.4% | +7.0% | -14.4% | -8.6% |
| 6M | +32.7% | +17.5% | +15.2% | +26.6% |
| YTD | +19.2% | +38.8% | -19.6% | +7.5% |
| 1Y | +2.4% | +69.2% | -66.8% | -13.8% |
| All | +2.4% | +66.3% | -63.9% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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