+1,505.9%
SWKS vs VEU
+168.5%
+1,337.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.0% |
| 7D | -6.2% | -1.6% | -4.5% | -4.6% |
| 30D | -1.5% | -4.3% | +2.9% | +3.2% |
| 3M | +23.0% | -5.8% | +28.8% | +31.2% |
| 6M | +27.6% | -4.4% | +32.0% | +34.5% |
| YTD | +32.3% | +8.7% | +23.7% | +19.8% |
| 1Y | +20.1% | +12.6% | +7.5% | +4.5% |
| 3Y | +0.6% | +65.2% | -64.6% | -41.3% |
| 5Y | -42.3% | +45.5% | -87.9% | -60.5% |
| 10Y | +35.9% | +142.7% | -106.8% | -41.6% |
| All | +1,505.9% | +168.5% | +1,337.3% | +645.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling