+173.7%
VEA vs SWKS
+1,045.1%
-871.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | -0.5% |
| 7D | +1.0% | +12.5% | -11.6% | -2.1% |
| 30D | +1.9% | +10.5% | -8.5% | -0.7% |
| 3M | +3.2% | -7.4% | +10.6% | +4.5% |
| 6M | +10.2% | +32.7% | -22.4% | +0.8% |
| YTD | +18.9% | +19.2% | -0.3% | +11.2% |
| 1Y | +29.3% | +2.4% | +26.9% | +25.2% |
| 3Y | +76.8% | -25.6% | +102.4% | +78.0% |
| 5Y | +61.2% | -53.4% | +114.7% | +79.1% |
| 10Y | +163.3% | +23.2% | +140.1% | +112.1% |
| All | +173.7% | +1,045.1% | -871.4% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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