+2.5%
SWAG vs VOO
+79.1%
-76.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -5.3% | +3.3% | -8.6% | -7.3% |
| 30D | -11.4% | -2.7% | -8.7% | -9.9% |
| 3M | -37.7% | -1.7% | -35.9% | -37.0% |
| 6M | -26.2% | +3.1% | -29.3% | -27.8% |
| YTD | -25.3% | +11.9% | -37.2% | -30.4% |
| 1Y | -63.0% | +12.1% | -75.1% | -65.5% |
| All | +2.5% | +79.1% | -76.7% | -14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling