+49.5%
SWK vs VEU
+64.7%
-15.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +11.0% | -1.6% | +12.7% | +13.8% |
| 30D | +30.1% | -4.3% | +34.4% | +38.2% |
| 3M | +14.7% | -5.8% | +20.5% | +24.4% |
| 6M | +44.5% | -4.4% | +48.9% | +53.2% |
| YTD | +59.4% | +8.7% | +50.7% | +39.4% |
| 1Y | +77.5% | +12.6% | +64.9% | +47.1% |
| 3Y | +49.5% | +65.2% | -15.8% | -32.3% |
| All | +49.5% | +64.7% | -15.2% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling