+78.3%
SWK vs VYM
+19.7%
+58.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -2.7% |
| 7D | -2.3% | -0.2% | -2.1% | -2.0% |
| 30D | +30.4% | +3.6% | +26.8% | +20.7% |
| 3M | +12.1% | -0.1% | +12.3% | +12.9% |
| 6M | +49.1% | +7.1% | +41.9% | +28.0% |
| YTD | +60.4% | +17.0% | +43.4% | +12.6% |
| 1Y | +78.3% | +19.0% | +59.4% | +20.2% |
| All | +78.3% | +19.7% | +58.7% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling