+28.7%
SWK vs VSAT
-9.2%
+38.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.7% | -8.1% | -2.0% |
| 7D | +11.0% | -17.0% | +28.0% | +14.7% |
| 30D | +30.1% | -9.8% | +39.8% | +31.1% |
| 3M | +14.7% | -22.0% | +36.7% | +18.7% |
| 6M | +44.5% | -5.0% | +49.5% | +39.9% |
| YTD | +59.4% | +85.6% | -26.2% | +29.1% |
| 1Y | +77.5% | +80.2% | -2.7% | +43.8% |
| 3Y | +49.5% | +250.0% | -200.6% | -14.5% |
| 5Y | -24.9% | -4.6% | -20.3% | -39.9% |
| All | +28.7% | -9.2% | +38.0% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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