+61.9%
SWAN vs VOO
+210.8%
-149.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -0.7% | -0.6% | -0.1% | -0.5% |
| 30D | -1.5% | -3.6% | +2.1% | -0.1% |
| 3M | -4.3% | -2.7% | -1.5% | -3.2% |
| 6M | -3.0% | +2.2% | -5.3% | -3.8% |
| YTD | +1.0% | +10.9% | -9.9% | -2.8% |
| 1Y | +0.9% | +11.3% | -10.4% | -3.0% |
| 3Y | +43.8% | +76.9% | -33.1% | +17.7% |
| 5Y | +6.2% | +73.5% | -67.3% | -13.4% |
| All | +61.9% | +210.8% | -149.0% | +18.3% |
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