+28.7%
SWK price history and return analytics
+215.5%
-186.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.7% |
| 7D | +11.0% | -2.3% | +13.3% | +15.0% |
| 30D | +30.1% | -5.0% | +35.0% | +40.0% |
| 3M | +14.7% | -4.9% | +19.5% | +23.2% |
| 6M | +44.5% | -1.5% | +46.0% | +48.0% |
| YTD | +59.4% | +8.5% | +50.9% | +41.9% |
| 1Y | +77.5% | +11.4% | +66.2% | +52.3% |
| 3Y | +49.5% | +70.1% | -20.6% | -28.9% |
| 5Y | -24.9% | +53.7% | -78.6% | -58.2% |
| All | +28.7% | +215.5% | -186.8% | -69.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling