+51.9%
SWK vs VOO
+78.5%
-26.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | -1.4% | +2.6% | -3.9% | -4.8% |
| 30D | +25.5% | -2.0% | +27.4% | +28.8% |
| 3M | +11.8% | -2.8% | +14.6% | +16.0% |
| 6M | +48.7% | +2.2% | +46.5% | +44.0% |
| YTD | +57.2% | +11.5% | +45.7% | +34.6% |
| 1Y | +75.3% | +13.5% | +61.8% | +46.6% |
| 3Y | +51.9% | +78.1% | -26.1% | -35.2% |
| All | +51.9% | +78.5% | -26.5% | -35.2% |
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