+934.5%
VTI vs SWK
+477.7%
+456.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | +0.2% |
| 7D | -0.4% | +11.3% | -11.7% | -4.9% |
| 30D | -3.2% | +31.5% | -34.7% | -13.6% |
| 3M | -2.9% | +14.4% | -17.4% | -8.6% |
| 6M | +2.4% | +46.4% | -44.0% | -13.3% |
| YTD | +11.2% | +61.6% | -50.4% | -10.6% |
| 1Y | +11.6% | +78.7% | -67.1% | -14.1% |
| 3Y | +76.6% | +54.4% | +22.2% | +36.2% |
| 5Y | +65.3% | -25.3% | +90.6% | +66.1% |
| 10Y | +289.1% | +22.4% | +266.7% | +186.4% |
| All | +934.5% | +477.7% | +456.8% | +222.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling