+24.7%
SWK vs VRSN
+293.7%
-269.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.2% |
| 7D | -2.3% | -1.2% | -1.1% | -1.7% |
| 30D | +30.4% | +3.8% | +26.7% | +27.8% |
| 3M | +12.1% | +9.5% | +2.6% | +6.4% |
| 6M | +49.1% | +10.3% | +38.8% | +39.1% |
| YTD | +60.4% | +30.5% | +30.0% | +33.5% |
| 1Y | +78.3% | +27.9% | +50.4% | +50.2% |
| 3Y | +53.3% | +54.3% | -1.0% | +12.3% |
| 5Y | -27.0% | +37.2% | -64.1% | -43.7% |
| All | +24.7% | +293.7% | -269.0% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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