+0.6%
SWKS vs VEU
+64.7%
-64.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.0% |
| 7D | -6.2% | -1.6% | -4.5% | -4.4% |
| 30D | -1.5% | -4.3% | +2.9% | +4.2% |
| 3M | +23.0% | -5.8% | +28.8% | +32.7% |
| 6M | +27.6% | -4.4% | +32.0% | +35.6% |
| YTD | +32.3% | +8.7% | +23.7% | +14.5% |
| 1Y | +20.1% | +12.6% | +7.5% | -2.1% |
| 3Y | +0.6% | +65.2% | -64.6% | -55.8% |
| All | +0.6% | +64.7% | -64.1% | -55.8% |
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