+85.2%
SWK price history and return analytics
+15.2%
+70.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.7% | +11.4% | +10.5% |
| 7D | +17.9% | -0.3% | +18.2% | +18.5% |
| 30D | +31.9% | -1.4% | +33.4% | +34.7% |
| 3M | +16.6% | -1.4% | +18.0% | +18.9% |
| 6M | +61.1% | +5.5% | +55.7% | +48.5% |
| YTD | +64.2% | +12.8% | +51.4% | +35.0% |
| 1Y | +85.2% | +15.4% | +69.8% | +46.6% |
| All | +85.2% | +15.2% | +70.0% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling