+20.8%
SWK vs VSAT
-5.6%
+26.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.1% | -0.8% |
| 7D | -2.3% | +12.5% | -14.8% | -5.1% |
| 30D | +30.4% | +11.0% | +19.4% | +25.8% |
| 3M | +12.1% | -11.1% | +23.3% | +12.9% |
| 6M | +49.1% | +2.8% | +46.3% | +41.9% |
| YTD | +60.4% | +118.0% | -57.5% | +25.4% |
| 1Y | +78.3% | +97.1% | -18.8% | +41.7% |
| 3Y | +53.3% | +296.8% | -243.5% | -14.3% |
| 5Y | -27.0% | +38.7% | -65.6% | -48.1% |
| 10Y | +20.8% | -7.4% | +28.3% | -23.0% |
| All | +20.8% | -5.6% | +26.4% | -23.0% |
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