+241.7%
SWK vs VEU
+176.7%
+64.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.7% |
| 7D | -2.3% | -0.5% | -1.8% | -1.8% |
| 30D | +30.4% | -1.0% | +31.4% | +31.9% |
| 3M | +12.1% | -3.6% | +15.7% | +16.5% |
| 6M | +49.1% | -1.2% | +50.2% | +51.1% |
| YTD | +60.4% | +12.0% | +48.5% | +43.2% |
| 1Y | +78.3% | +13.9% | +64.4% | +56.6% |
| 3Y | +53.3% | +71.3% | -18.0% | -9.5% |
| 5Y | -27.0% | +50.3% | -77.3% | -50.4% |
| 10Y | +20.8% | +150.3% | -129.5% | -46.5% |
| All | +241.7% | +176.7% | +64.9% | +30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling