+13.6%
SWIM vs VOO
+14.7%
-1.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.6% | +10.1% | +9.3% |
| 7D | +16.0% | -0.7% | +16.7% | +17.2% |
| 30D | +28.0% | -1.1% | +29.1% | +30.0% |
| 3M | +43.5% | -0.3% | +43.8% | +44.1% |
| 6M | +41.0% | +7.4% | +33.7% | +23.5% |
| YTD | +28.8% | +13.4% | +15.5% | +2.2% |
| 1Y | +13.6% | +14.8% | -1.2% | -12.3% |
| All | +13.6% | +14.7% | -1.1% | -12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling