+0.6%
SWKS vs VTV
+71.9%
-71.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.9% |
| 7D | -6.2% | -2.2% | -4.0% | -2.5% |
| 30D | -1.5% | +2.2% | -3.7% | -6.1% |
| 3M | +23.0% | +0.3% | +22.7% | +21.6% |
| 6M | +27.6% | +8.3% | +19.3% | +9.6% |
| YTD | +32.3% | +18.5% | +13.8% | -4.3% |
| 1Y | +20.1% | +23.0% | -2.9% | -19.2% |
| 3Y | +0.6% | +72.6% | -72.0% | -65.4% |
| All | +0.6% | +71.9% | -71.3% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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