+61.4%
SWAN vs VOO
+204.8%
-143.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | -1.2% | -2.7% | +1.5% | -0.2% |
| 30D | -1.6% | -5.4% | +3.8% | +0.5% |
| 3M | -4.2% | -4.1% | -0.2% | -2.7% |
| 6M | -3.4% | +0.7% | -4.1% | -3.6% |
| YTD | +0.7% | +8.7% | -8.1% | -2.3% |
| 1Y | +1.6% | +11.0% | -9.4% | -2.2% |
| 3Y | +44.3% | +75.5% | -31.1% | +18.6% |
| 5Y | +4.6% | +68.4% | -63.8% | -13.8% |
| All | +61.4% | +204.8% | -143.4% | +18.9% |
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