+14.0%
SWBI vs VOO
+306.9%
-292.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.1% | +3.9% |
| 7D | +18.5% | -0.6% | +19.0% | +18.8% |
| 30D | +11.6% | -3.6% | +15.2% | +13.8% |
| 3M | +10.9% | -2.7% | +13.6% | +12.5% |
| 6M | +9.3% | +2.2% | +7.1% | +8.2% |
| YTD | +62.5% | +10.9% | +51.7% | +54.3% |
| 1Y | +88.7% | +11.3% | +77.3% | +78.8% |
| 3Y | +28.4% | +76.9% | -48.5% | -3.2% |
| 5Y | -13.2% | +73.5% | -86.7% | -35.0% |
| 10Y | +14.0% | +307.7% | -293.7% | -22.0% |
| All | +14.0% | +306.9% | -292.9% | -22.0% |
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 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