+600.3%
SW vs VOO
+817.1%
-216.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.4% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | -4.6% | +0.1% | -4.6% | -4.6% |
| 3M | +9.4% | +2.0% | +7.4% | +8.6% |
| 6M | +3.5% | +13.0% | -9.5% | -1.5% |
| YTD | +22.0% | +13.6% | +8.4% | +15.9% |
| 1Y | +2.2% | +20.1% | -17.9% | -5.0% |
| 3Y | +19.6% | +77.6% | -58.0% | -3.1% |
| 5Y | -2.3% | +82.4% | -84.8% | -22.2% |
| 10Y | +181.4% | +316.8% | -135.5% | +82.9% |
| All | +600.3% | +817.1% | -216.8% | +339.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling