-71.2%
SWIM vs VOO
+92.3%
-163.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.4% |
| 7D | +7.4% | -2.7% | +10.1% | +12.9% |
| 30D | +23.2% | -5.4% | +28.6% | +36.1% |
| 3M | +8.7% | -4.1% | +12.8% | +17.0% |
| 6M | +35.1% | +0.7% | +34.4% | +32.0% |
| YTD | +23.6% | +8.7% | +14.9% | +5.4% |
| 1Y | +18.9% | +11.0% | +8.0% | -2.5% |
| 3Y | +221.7% | +75.5% | +146.3% | +15.3% |
| 5Y | -51.1% | +68.4% | -119.4% | -80.6% |
| All | -71.2% | +92.3% | -163.5% | -89.9% |
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