-67.7%
SWAG vs VOO
+68.0%
-135.7%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.5% |
| 7D | -1.5% | -2.7% | +1.2% | 0.0% |
| 30D | -9.9% | -5.4% | -4.5% | -6.7% |
| 3M | -35.4% | -4.1% | -31.3% | -33.7% |
| 6M | -22.4% | +0.7% | -23.2% | -22.9% |
| YTD | -22.9% | +8.7% | -31.6% | -26.8% |
| 1Y | -35.7% | +11.0% | -46.6% | -39.2% |
| 3Y | +5.8% | +75.5% | -69.7% | -22.8% |
| All | -67.7% | +68.0% | -135.7% | -73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling