-24.6%
SWBI vs VOO
+314.0%
-338.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.9% |
| 7D | +3.6% | +0.5% | +3.1% | +3.3% |
| 30D | -7.2% | -0.9% | -6.2% | -6.8% |
| 3M | -9.0% | +3.9% | -12.9% | -10.7% |
| 6M | -3.7% | +14.5% | -18.3% | -10.0% |
| YTD | +36.5% | +13.0% | +23.5% | +28.3% |
| 1Y | +56.4% | +19.4% | +37.0% | +43.2% |
| 3Y | +29.3% | +78.9% | -49.6% | -3.2% |
| 5Y | -24.2% | +82.3% | -106.5% | -44.2% |
| 10Y | -24.6% | +314.2% | -338.8% | -50.7% |
| All | -24.6% | +314.0% | -338.6% | -50.7% |
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