+22.2%
SWK vs VO
+197.6%
-175.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | +3.1% | -4.5% | -5.5% |
| 30D | +25.5% | +2.2% | +23.3% | +21.8% |
| 3M | +11.8% | -2.5% | +14.3% | +15.9% |
| 6M | +48.7% | +7.0% | +41.7% | +36.1% |
| YTD | +57.2% | +14.0% | +43.2% | +32.5% |
| 1Y | +75.3% | +15.6% | +59.6% | +45.2% |
| 3Y | +51.9% | +66.2% | -14.2% | -20.3% |
| 5Y | -30.7% | +36.6% | -67.4% | -52.4% |
| All | +22.2% | +197.6% | -175.5% | -67.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling