-40.6%
SWKS vs VTRS
+77.9%
-118.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.8% |
| 7D | -3.1% | +10.2% | -13.4% | -6.7% |
| 30D | +8.3% | +18.2% | -9.9% | +1.6% |
| 3M | +20.2% | +29.0% | -8.8% | +8.9% |
| 6M | +24.9% | +23.2% | +1.7% | +14.5% |
| YTD | +33.2% | +71.4% | -38.3% | +5.5% |
| 1Y | +23.6% | +112.3% | -88.7% | -10.8% |
| 3Y | +1.3% | +157.1% | -155.8% | -34.9% |
| 5Y | -40.6% | +77.0% | -117.6% | -57.6% |
| All | -40.6% | +77.9% | -118.5% | -57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling