+194.8%
SKWD vs VOO
+101.9%
+92.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -3.1% | -2.0% | -1.1% | -2.0% |
| 30D | -8.7% | -1.7% | -7.0% | -7.9% |
| 3M | +15.0% | +4.7% | +10.3% | +11.6% |
| 6M | +21.6% | +12.6% | +9.1% | +12.4% |
| YTD | +10.2% | +11.8% | -1.6% | +2.1% |
| 1Y | +18.2% | +17.5% | +0.7% | +5.9% |
| 3Y | +136.0% | +77.0% | +59.0% | +61.6% |
| All | +194.8% | +101.9% | +92.8% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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