+9,760.7%
SWKS vs VTRS
+717.7%
+9,042.9%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +3.2% |
| 7D | +10.9% | +9.0% | +1.9% | +8.2% |
| 30D | +17.6% | +19.8% | -2.2% | +11.8% |
| 3M | +29.2% | +29.3% | -0.1% | +20.0% |
| 6M | +37.0% | +22.2% | +14.8% | +28.8% |
| YTD | +44.9% | +69.9% | -25.0% | +23.5% |
| 1Y | +33.8% | +94.4% | -60.6% | +9.8% |
| 3Y | +10.2% | +154.8% | -144.6% | -17.1% |
| 5Y | -37.0% | +80.8% | -117.8% | -49.0% |
| 10Y | +50.0% | -31.8% | +81.8% | +46.4% |
| All | +9,760.7% | +717.7% | +9,042.9% | +5,354.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling