+417.5%
SWBI vs VOO
+817.1%
-399.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.4% | +5.3% |
| 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% | -15.4% |
| 6M | +9.3% | +13.0% | -3.8% | +0.5% |
| YTD | +33.0% | +13.6% | +19.4% | +21.8% |
| 1Y | +64.1% | +20.1% | +44.0% | +44.9% |
| 3Y | +25.3% | +77.6% | -52.3% | -15.9% |
| 5Y | -30.6% | +82.4% | -113.1% | -54.1% |
| 10Y | -26.0% | +316.8% | -342.8% | -75.1% |
| All | +417.5% | +817.1% | -399.5% | -30.5% |
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