-56.6%
SWAG vs VOO
+74.6%
-131.1%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | +1.2% | +0.5% | +0.6% | +0.8% |
| 30D | -12.2% | -0.9% | -11.3% | -11.7% |
| 3M | -17.3% | +3.9% | -21.2% | -19.3% |
| 6M | +2.4% | +14.5% | -12.2% | -6.0% |
| YTD | +3.6% | +13.0% | -9.3% | -3.9% |
| 1Y | -10.4% | +19.4% | -29.8% | -18.8% |
| 3Y | +38.7% | +78.9% | -40.2% | -0.2% |
| All | -56.6% | +74.6% | -131.1% | -65.6% |
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