+42.7%
VXUS vs SWK
-25.5%
+68.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -1.8% | +11.0% | -12.8% | -4.3% |
| 30D | -4.6% | +30.1% | -34.6% | -10.5% |
| 3M | -6.1% | +14.7% | -20.7% | -9.3% |
| 6M | -4.9% | +44.5% | -49.4% | -13.3% |
| YTD | +8.1% | +59.4% | -51.3% | -4.2% |
| 1Y | +12.1% | +77.5% | -65.4% | -3.2% |
| 3Y | +63.9% | +49.5% | +14.4% | +42.7% |
| All | +42.7% | -25.5% | +68.1% | +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