-16.4%
SWKS vs VTRS
+88.4%
-104.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +2.5% |
| 7D | +11.8% | -0.1% | +11.9% | +11.9% |
| 30D | +6.7% | +1.9% | +4.9% | +6.0% |
| 3M | 0.0% | +5.1% | -5.0% | -2.4% |
| 6M | +38.7% | +20.1% | +18.7% | +26.6% |
| YTD | +21.4% | +36.6% | -15.2% | +3.7% |
| 1Y | +2.9% | +64.1% | -61.2% | -19.7% |
| 3Y | -16.4% | +86.4% | -102.8% | -44.7% |
| All | -16.4% | +88.4% | -104.8% | -44.7% |
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 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