+3.3%
SWK vs VEU
+151.7%
-148.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.2% |
| 7D | -0.4% | +1.1% | -1.6% | -2.0% |
| 30D | -5.7% | +2.2% | -7.9% | -8.5% |
| 3M | +24.1% | +3.0% | +21.1% | +19.2% |
| 6M | +24.7% | +10.9% | +13.9% | +8.1% |
| YTD | +33.9% | +18.2% | +15.7% | +6.0% |
| 1Y | +34.7% | +28.3% | +6.4% | -4.5% |
| 3Y | +15.3% | +74.6% | -59.3% | -45.7% |
| 5Y | -39.3% | +56.4% | -95.6% | -66.5% |
| All | +3.3% | +151.7% | -148.4% | -68.1% |
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