-29.9%
SWK vs VIG
+64.4%
-94.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | +3.5% | -4.9% | -6.9% |
| 30D | +25.5% | +4.9% | +20.5% | +16.0% |
| 3M | +11.8% | +2.5% | +9.3% | +7.5% |
| 6M | +48.7% | +11.0% | +37.7% | +25.8% |
| YTD | +57.2% | +16.0% | +41.2% | +24.5% |
| 1Y | +75.3% | +17.5% | +57.7% | +36.2% |
| 3Y | +51.9% | +67.0% | -15.1% | -28.8% |
| All | -29.9% | +64.4% | -94.3% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling