+29.5%
SWK vs VOO
+317.9%
-288.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.5% | -0.3% |
| 7D | +10.7% | +0.1% | +10.6% | +10.6% |
| 30D | +33.3% | -3.3% | +36.7% | +39.4% |
| 3M | +14.7% | -2.4% | +17.1% | +18.2% |
| 6M | +48.5% | +2.6% | +45.9% | +43.5% |
| YTD | +63.9% | +11.3% | +52.6% | +42.2% |
| 1Y | +80.4% | +13.4% | +67.0% | +52.7% |
| 3Y | +58.1% | +80.3% | -22.2% | -27.1% |
| 5Y | -24.5% | +72.7% | -97.2% | -62.9% |
| 10Y | +29.5% | +310.0% | -280.5% | -78.4% |
| All | +29.5% | +317.9% | -288.4% | -78.4% |
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