+74.8%
VXUS vs SWK
+15.2%
+59.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +1.0% | -0.4% | +1.5% | +1.1% |
| 30D | +2.2% | -5.7% | +7.9% | +3.5% |
| 3M | +3.0% | +24.1% | -21.1% | -2.2% |
| 6M | +10.7% | +24.7% | -14.1% | +4.6% |
| YTD | +17.8% | +33.9% | -16.1% | +9.5% |
| 1Y | +27.6% | +34.7% | -7.1% | +18.0% |
| All | +74.8% | +15.2% | +59.6% | +63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling