+450.6%
SWK vs VO
+799.0%
-348.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.5% | +0.9% | +1.6% |
| 7D | +11.3% | -3.3% | +14.6% | +15.9% |
| 30D | +28.1% | -1.8% | +29.9% | +31.1% |
| 3M | +12.6% | -3.4% | +16.0% | +17.4% |
| 6M | +51.7% | +3.0% | +48.7% | +47.4% |
| YTD | +60.0% | +10.7% | +49.2% | +43.6% |
| 1Y | +72.7% | +11.8% | +60.9% | +53.6% |
| 3Y | +46.3% | +60.4% | -14.1% | -11.4% |
| 5Y | -24.6% | +33.6% | -58.2% | -43.2% |
| 10Y | +32.2% | +202.0% | -169.7% | -57.1% |
| All | +450.6% | +799.0% | -348.4% | -42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling