-70.9%
SWIM vs VOO
+91.7%
-162.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.4% | +1.2% | +4.8% |
| 7D | +9.1% | -4.7% | +13.8% | +19.0% |
| 30D | +23.9% | -5.9% | +29.8% | +38.3% |
| 3M | +8.5% | -4.5% | +13.0% | +17.8% |
| 6M | +35.2% | +1.9% | +33.3% | +29.2% |
| YTD | +24.7% | +8.4% | +16.3% | +6.9% |
| 1Y | +14.0% | +9.5% | +4.5% | -4.1% |
| 3Y | +216.8% | +75.3% | +141.5% | +13.8% |
| 5Y | -50.7% | +67.9% | -118.5% | -80.3% |
| All | -70.9% | +91.7% | -162.7% | -89.7% |
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