+5.3%
SWKS vs VTRS
+64.0%
-58.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | +6.8% | -3.5% | +10.2% | +7.5% |
| 30D | +11.3% | +2.1% | +9.2% | +10.9% |
| 3M | +4.1% | +2.6% | +1.4% | +3.5% |
| 6M | +39.7% | +17.8% | +21.9% | +32.9% |
| YTD | +23.2% | +35.7% | -12.4% | +11.7% |
| 1Y | +5.3% | +63.5% | -58.2% | -10.7% |
| All | +5.3% | +64.0% | -58.7% | -10.7% |
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