+278.6%
SWK vs VIG
+633.1%
-354.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.3% | +0.8% | +2.3% |
| 7D | +11.3% | -2.0% | +13.2% | +14.8% |
| 30D | +28.1% | +2.7% | +25.4% | +23.5% |
| 3M | +12.6% | +0.3% | +12.2% | +12.4% |
| 6M | +51.7% | +7.6% | +44.1% | +37.5% |
| YTD | +60.0% | +12.5% | +47.5% | +36.8% |
| 1Y | +72.7% | +14.8% | +57.9% | +43.8% |
| 3Y | +46.3% | +63.2% | -16.9% | -23.8% |
| 5Y | -24.6% | +60.2% | -84.8% | -58.9% |
| 10Y | +32.2% | +262.8% | -230.6% | -74.9% |
| All | +278.6% | +633.1% | -354.5% | -71.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling