-4.8%
VEEV vs SWK
-28.9%
+24.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.5% | -0.2% |
| 7D | -2.5% | -2.0% | -0.5% | -2.0% |
| 30D | +0.3% | +24.6% | -24.3% | -5.8% |
| 3M | +25.2% | +10.8% | +14.4% | +21.3% |
| 6M | +89.7% | +46.1% | +43.6% | +69.3% |
| YTD | +35.5% | +56.8% | -21.4% | +17.3% |
| 1Y | +1.8% | +72.7% | -70.9% | -14.7% |
| 3Y | +83.2% | +49.9% | +33.3% | +53.8% |
| 5Y | -4.8% | -30.9% | +26.1% | -3.6% |
| All | -4.8% | -28.9% | +24.1% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 5y: compounded portfolio wealth divided by compounded SWK 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…
5y analysis · Full analysis span regression · 6 months rolling