+77.5%
SWK price history and return analytics
+10.5%
+67.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.7% |
| 7D | +11.0% | -2.3% | +13.3% | +14.8% |
| 30D | +30.1% | -5.0% | +35.0% | +39.5% |
| 3M | +14.7% | -4.9% | +19.5% | +22.9% |
| 6M | +44.5% | -1.5% | +46.0% | +47.0% |
| YTD | +59.4% | +8.5% | +50.9% | +39.2% |
| 1Y | +77.5% | +11.4% | +66.2% | +49.2% |
| All | +77.5% | +10.5% | +67.0% | +49.2% |
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