+22.4%
SWK vs VEU
+144.2%
-121.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.5% |
| 7D | +11.3% | +0.5% | +10.8% | +10.7% |
| 30D | +31.5% | -2.3% | +33.8% | +35.8% |
| 3M | +14.4% | -4.4% | +18.8% | +21.6% |
| 6M | +46.4% | -2.2% | +48.6% | +50.7% |
| YTD | +61.6% | +10.9% | +50.6% | +39.2% |
| 1Y | +78.7% | +13.4% | +65.4% | +49.7% |
| 3Y | +54.4% | +69.7% | -15.3% | -24.9% |
| 5Y | -25.3% | +50.0% | -75.3% | -56.6% |
| 10Y | +22.4% | +145.8% | -123.4% | -60.4% |
| All | +22.4% | +144.2% | -121.8% | -60.4% |
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