+185.4%
SW vs VOO
+308.7%
-123.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | +1.0% |
| 7D | +4.7% | -4.7% | +9.4% | +7.5% |
| 30D | +5.0% | -5.9% | +10.9% | +8.6% |
| 3M | -7.3% | -4.5% | -2.8% | -4.9% |
| 6M | +15.0% | +1.9% | +13.1% | +14.1% |
| YTD | +18.5% | +8.4% | +10.1% | +13.8% |
| 1Y | +27.1% | +9.5% | +17.7% | +21.4% |
| 3Y | +49.3% | +75.3% | -26.0% | +14.8% |
| 5Y | -1.6% | +67.9% | -69.5% | -23.9% |
| All | +185.4% | +308.7% | -123.3% | +64.6% |
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