-56.3%
SWAG vs VOO
+75.5%
-131.8%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -11.3% | +0.1% | -11.3% | -11.3% |
| 3M | -18.0% | +2.0% | -20.0% | -19.1% |
| 6M | +1.2% | +13.0% | -11.9% | -6.4% |
| YTD | +4.2% | +13.6% | -9.4% | -3.6% |
| 1Y | -3.9% | +20.1% | -24.0% | -13.1% |
| 3Y | +53.1% | +77.6% | -24.5% | +10.6% |
| All | -56.3% | +75.5% | -131.8% | -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 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