-66.7%
SWAG vs VOO
+72.0%
-138.6%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +1.6% |
| 7D | -3.6% | +0.1% | -3.7% | -3.8% |
| 30D | -5.0% | -3.3% | -1.7% | -3.0% |
| 3M | -32.7% | -2.4% | -30.3% | -31.7% |
| 6M | -16.5% | +2.6% | -19.1% | -17.9% |
| YTD | -20.5% | +11.3% | -31.8% | -25.6% |
| 1Y | -37.1% | +13.4% | -50.6% | -41.4% |
| 3Y | +4.8% | +80.3% | -75.5% | -24.9% |
| 5Y | -66.7% | +72.7% | -139.4% | -73.4% |
| All | -66.7% | +72.0% | -138.6% | -73.4% |
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