+18.9%
SWIM vs VOO
+9.9%
+9.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.3% |
| 7D | +7.4% | -2.7% | +10.1% | +11.6% |
| 30D | +23.2% | -5.4% | +28.6% | +33.2% |
| 3M | +8.7% | -4.1% | +12.8% | +15.2% |
| 6M | +35.1% | +0.7% | +34.4% | +31.3% |
| YTD | +23.6% | +8.7% | +14.9% | +4.3% |
| 1Y | +18.9% | +11.0% | +8.0% | -3.5% |
| All | +18.9% | +9.9% | +9.0% | -3.5% |
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 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