+195.7%
SWK vs VOO
+775.2%
-579.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.4% | +1.8% | +3.2% |
| 7D | +11.3% | -4.7% | +16.0% | +18.5% |
| 30D | +28.1% | -5.9% | +34.0% | +38.5% |
| 3M | +12.6% | -4.5% | +17.1% | +19.4% |
| 6M | +51.7% | +1.9% | +49.9% | +48.3% |
| YTD | +60.0% | +8.4% | +51.6% | +44.3% |
| 1Y | +72.7% | +9.5% | +63.2% | +54.0% |
| 3Y | +46.3% | +75.3% | -29.0% | -28.3% |
| 5Y | -24.6% | +67.9% | -92.5% | -60.7% |
| 10Y | +32.2% | +314.4% | -282.2% | -77.4% |
| All | +195.7% | +775.2% | -579.6% | -81.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling