+23.9%
VZ vs SWK
+82.9%
-59.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | 0.0% |
| 7D | +5.6% | +11.3% | -5.6% | +5.1% |
| 30D | +1.9% | +28.1% | -26.2% | +0.9% |
| 3M | +0.8% | +12.6% | -11.8% | +0.1% |
| 6M | +0.6% | +51.7% | -51.1% | -0.9% |
| YTD | +20.8% | +60.0% | -39.2% | +18.1% |
| 1Y | +23.9% | +72.7% | -48.7% | +20.8% |
| All | +23.9% | +82.9% | -59.0% | +20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling