+36.1%
SWK vs VT
+73.6%
-37.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +5.3% | -1.6% | +6.9% | +8.0% |
| 30D | +14.5% | -2.5% | +17.0% | +18.9% |
| 3M | +7.6% | -1.3% | +8.9% | +9.5% |
| 6M | +35.8% | +3.1% | +32.7% | +29.3% |
| YTD | +45.2% | +10.9% | +34.2% | +22.7% |
| 1Y | +64.4% | +12.1% | +52.4% | +36.9% |
| All | +36.1% | +73.6% | -37.4% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling