+889.9%
SWKS vs VTV
+712.9%
+177.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.7% |
| 7D | -6.2% | -2.2% | -4.0% | -3.7% |
| 30D | -1.5% | +2.2% | -3.7% | -4.4% |
| 3M | +23.0% | +0.3% | +22.7% | +22.3% |
| 6M | +27.6% | +8.3% | +19.3% | +16.0% |
| YTD | +32.3% | +18.5% | +13.8% | +7.6% |
| 1Y | +20.1% | +23.0% | -2.9% | -6.7% |
| 3Y | +0.6% | +72.6% | -72.0% | -46.8% |
| 5Y | -42.3% | +73.3% | -115.6% | -69.0% |
| 10Y | +35.9% | +238.2% | -202.2% | -66.2% |
| All | +889.9% | +712.9% | +177.0% | -24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling