+22.2%
SWK vs VEU
+149.9%
-127.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -1.4% | +2.1% | -3.5% | -4.2% |
| 30D | +25.5% | -0.9% | +26.4% | +27.1% |
| 3M | +11.8% | -5.4% | +17.2% | +20.5% |
| 6M | +48.7% | -1.8% | +50.5% | +52.3% |
| YTD | +57.2% | +10.9% | +46.3% | +35.5% |
| 1Y | +75.3% | +13.6% | +61.7% | +46.4% |
| 3Y | +51.9% | +69.3% | -17.3% | -25.9% |
| 5Y | -30.7% | +48.1% | -78.8% | -59.0% |
| All | +22.2% | +149.9% | -127.7% | -60.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling