+85.2%
SWK vs VEU
+17.0%
+68.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.0% | +11.1% | +10.7% |
| 7D | +17.9% | +0.2% | +17.7% | +17.7% |
| 30D | +31.9% | -2.1% | +34.1% | +35.3% |
| 3M | +16.6% | -2.7% | +19.3% | +20.3% |
| 6M | +61.1% | +3.2% | +57.9% | +54.8% |
| YTD | +64.2% | +12.6% | +51.6% | +34.0% |
| 1Y | +85.2% | +17.1% | +68.1% | +39.7% |
| All | +85.2% | +17.0% | +68.2% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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