+32.4%
SWKS vs VEU
+147.4%
-115.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | -3.1% |
| 7D | -2.7% | +0.8% | -3.5% | -4.1% |
| 30D | +8.5% | -1.6% | +10.1% | +10.6% |
| 3M | +17.3% | -4.2% | +21.5% | +23.9% |
| 6M | +25.1% | -1.5% | +26.6% | +27.8% |
| YTD | +33.3% | +11.7% | +21.6% | +12.0% |
| 1Y | +22.9% | +15.6% | +7.3% | -1.8% |
| 3Y | +5.5% | +71.7% | -66.2% | -51.4% |
| 5Y | -41.9% | +49.5% | -91.4% | -66.8% |
| 10Y | +32.4% | +145.6% | -113.2% | -59.0% |
| All | +32.4% | +147.4% | -115.0% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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