+11.5%
SWKS vs VTRS
+158.7%
-147.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | +9.4% | +4.6% | +4.9% | +7.6% |
| 30D | +17.0% | +19.4% | -2.4% | +9.3% |
| 3M | +28.9% | +30.8% | -1.8% | +16.2% |
| 6M | +33.1% | +21.6% | +11.5% | +22.8% |
| YTD | +44.8% | +71.2% | -26.4% | +13.5% |
| 1Y | +36.2% | +97.6% | -61.4% | -0.2% |
| 3Y | +11.5% | +163.9% | -152.4% | -33.1% |
| All | +11.5% | +158.7% | -147.2% | -33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling