+75.3%
SWK vs VO
+14.1%
+61.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | +3.1% | -4.5% | -6.9% |
| 30D | +25.5% | +2.2% | +23.3% | +20.3% |
| 3M | +11.8% | -2.5% | +14.3% | +17.9% |
| 6M | +48.7% | +7.0% | +41.7% | +30.6% |
| YTD | +57.2% | +14.0% | +43.2% | +21.9% |
| 1Y | +75.3% | +15.6% | +59.6% | +32.2% |
| All | +75.3% | +14.1% | +61.2% | +32.2% |
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