-25.3%
SWK vs VOO
+72.8%
-98.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | +11.3% | -0.6% | +11.9% | +12.2% |
| 30D | +31.5% | -3.6% | +35.1% | +37.8% |
| 3M | +14.4% | -2.7% | +17.2% | +18.4% |
| 6M | +46.4% | +2.2% | +44.2% | +42.3% |
| YTD | +61.6% | +10.9% | +50.7% | +41.7% |
| 1Y | +78.7% | +11.3% | +67.4% | +56.2% |
| 3Y | +54.4% | +76.9% | -22.5% | -22.7% |
| 5Y | -25.3% | +73.5% | -98.8% | -62.6% |
| All | -25.3% | +72.8% | -98.1% | -62.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling