+716.2%
VTV vs SWK
+457.9%
+258.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -2.2% | +11.0% | -13.2% | -6.4% |
| 30D | +2.2% | +30.1% | -27.9% | -8.1% |
| 3M | +0.3% | +14.7% | -14.4% | -5.5% |
| 6M | +8.3% | +44.5% | -36.2% | -7.5% |
| YTD | +18.5% | +59.4% | -40.8% | -3.8% |
| 1Y | +23.0% | +77.5% | -54.5% | -4.6% |
| 3Y | +72.6% | +49.5% | +23.2% | +35.2% |
| 5Y | +73.3% | -24.9% | +98.2% | +73.3% |
| 10Y | +238.2% | +31.8% | +206.4% | +136.6% |
| All | +716.2% | +457.9% | +258.3% | +163.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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