+8.6%
SWKS vs VEU
+71.8%
-63.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.9% | +5.0% | +4.8% |
| 7D | +5.7% | -0.5% | +6.2% | +6.3% |
| 30D | +17.3% | -1.0% | +18.3% | +18.6% |
| 3M | +28.3% | -3.6% | +31.9% | +34.2% |
| 6M | +26.1% | -1.2% | +27.2% | +28.2% |
| YTD | +41.1% | +12.0% | +29.1% | +17.4% |
| 1Y | +31.4% | +13.9% | +17.5% | +6.4% |
| All | +8.6% | +71.8% | -63.2% | -53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling