-53.0%
SWKS vs VTV
+80.3%
-133.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.8% | +3.9% |
| 7D | +12.5% | +0.5% | +12.0% | +11.5% |
| 30D | +10.5% | +1.1% | +9.4% | +8.5% |
| 3M | -7.4% | +5.9% | -13.3% | -15.4% |
| 6M | +32.7% | +11.6% | +21.0% | +11.2% |
| YTD | +19.2% | +19.8% | -0.7% | -10.9% |
| 1Y | +2.4% | +26.2% | -23.9% | -29.7% |
| 3Y | -25.6% | +68.5% | -94.1% | -66.6% |
| All | -53.0% | +80.3% | -133.3% | -80.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling