+17.5%
SWK vs VOO
+77.8%
-60.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.4% |
| 7D | -0.4% | +0.1% | -0.6% | -0.6% |
| 30D | -5.7% | +0.1% | -5.8% | -5.8% |
| 3M | +24.1% | +2.0% | +22.1% | +20.8% |
| 6M | +24.7% | +13.0% | +11.7% | +5.3% |
| YTD | +33.9% | +13.6% | +20.4% | +12.3% |
| 1Y | +34.7% | +20.1% | +14.6% | +4.7% |
| All | +17.5% | +77.8% | -60.3% | -46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling