+20.8%
SWK vs VOO
+314.4%
-293.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -2.4% |
| 7D | -2.3% | -0.9% | -1.4% | -1.3% |
| 30D | +30.4% | -2.3% | +32.8% | +34.4% |
| 3M | +12.1% | -1.2% | +13.3% | +13.7% |
| 6M | +49.1% | +3.3% | +45.7% | +42.6% |
| YTD | +60.4% | +12.3% | +48.1% | +37.5% |
| 1Y | +78.3% | +12.5% | +65.8% | +52.6% |
| 3Y | +53.3% | +79.2% | -25.9% | -28.7% |
| 5Y | -27.0% | +75.7% | -102.6% | -64.9% |
| 10Y | +20.8% | +313.7% | -292.8% | -80.1% |
| All | +20.8% | +314.4% | -293.6% | -80.1% |
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