+29.5%
SWK vs VTEB
+22.5%
+7.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.7% |
| 7D | +10.7% | +1.1% | +9.5% | +8.9% |
| 30D | +33.3% | +4.5% | +28.9% | +25.3% |
| 3M | +14.7% | -0.2% | +14.8% | +15.1% |
| 6M | +48.5% | -0.2% | +48.7% | +49.4% |
| YTD | +63.9% | +0.8% | +63.0% | +62.9% |
| 1Y | +80.4% | +1.3% | +79.1% | +78.3% |
| 3Y | +58.1% | +12.2% | +45.9% | +38.1% |
| 5Y | -24.5% | +3.8% | -28.3% | -28.2% |
| 10Y | +29.5% | +23.1% | +6.4% | +39.3% |
| All | +29.5% | +22.5% | +7.0% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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