+229.9%
SKWD vs VOO
+101.5%
+128.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.7% |
| 7D | +4.4% | +2.6% | +1.9% | +3.1% |
| 30D | +6.2% | -2.0% | +8.2% | +7.0% |
| 3M | +6.8% | -2.8% | +9.6% | +8.1% |
| 6M | +43.1% | +2.2% | +41.0% | +40.3% |
| YTD | +23.3% | +11.5% | +11.8% | +14.1% |
| 1Y | +29.3% | +13.5% | +15.8% | +18.2% |
| 3Y | +104.8% | +78.1% | +26.7% | +38.9% |
| All | +229.9% | +101.5% | +128.4% | +98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling