+65.9%
SWK vs VTEB
+28.0%
+38.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.9% |
| 7D | +11.3% | +0.7% | +10.6% | +10.3% |
| 30D | +31.5% | +4.0% | +27.4% | +24.9% |
| 3M | +14.4% | -0.5% | +15.0% | +15.3% |
| 6M | +46.4% | -0.6% | +47.0% | +48.0% |
| YTD | +61.6% | +0.4% | +61.1% | +61.6% |
| 1Y | +78.7% | +0.8% | +78.0% | +78.0% |
| 3Y | +54.4% | +11.5% | +42.9% | +38.1% |
| 5Y | -25.3% | +3.4% | -28.8% | -28.5% |
| 10Y | +22.4% | +23.5% | -1.1% | +44.2% |
| All | +65.9% | +28.0% | +38.0% | +122.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling