+85.2%
SWK vs VO
+16.3%
+68.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.9% | +12.2% | +11.4% |
| 7D | +17.9% | +1.0% | +16.9% | +15.9% |
| 30D | +31.9% | +2.6% | +29.3% | +25.6% |
| 3M | +16.6% | -0.3% | +16.8% | +17.5% |
| 6M | +61.1% | +7.6% | +53.5% | +40.5% |
| YTD | +64.2% | +14.7% | +49.5% | +26.9% |
| 1Y | +85.2% | +16.4% | +68.8% | +39.6% |
| All | +85.2% | +16.3% | +68.9% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling