-28.6%
SWBI vs VOO
+82.6%
-111.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.4% | +5.4% |
| 7D | +0.9% | +0.1% | +0.8% | +0.7% |
| 30D | -12.4% | +0.1% | -12.4% | -12.5% |
| 3M | -14.3% | +2.0% | -16.3% | -15.7% |
| 6M | +9.3% | +13.0% | -3.8% | -1.3% |
| YTD | +33.0% | +13.6% | +19.4% | +19.5% |
| 1Y | +64.1% | +20.1% | +44.0% | +40.9% |
| 3Y | +25.3% | +77.6% | -52.3% | -25.9% |
| All | -28.6% | +82.6% | -111.2% | -59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling