+42.9%
VXUS vs SWK
-25.4%
+68.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.6% | -1.1% | -3.1% |
| 7D | -3.4% | +11.3% | -14.7% | -5.9% |
| 30D | -5.8% | +28.1% | -33.9% | -11.3% |
| 3M | -6.4% | +12.6% | -19.0% | -9.3% |
| 6M | -2.5% | +51.7% | -54.2% | -12.1% |
| YTD | +7.9% | +60.0% | -52.1% | -4.4% |
| 1Y | +11.5% | +72.7% | -61.2% | -3.1% |
| 3Y | +63.4% | +46.3% | +17.1% | +43.1% |
| 5Y | +42.9% | -24.6% | +67.5% | +42.1% |
| All | +42.9% | -25.4% | +68.4% | +42.1% |
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