+147.6%
SWK vs VOO
+817.1%
-669.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +21.2% |
| 6M | +24.7% | +13.0% | +11.7% | +6.7% |
| YTD | +33.9% | +13.6% | +20.4% | +13.9% |
| 1Y | +34.7% | +20.1% | +14.6% | +6.7% |
| 3Y | +15.3% | +77.6% | -62.3% | -44.3% |
| 5Y | -39.3% | +82.4% | -121.7% | -71.6% |
| 10Y | +2.5% | +316.8% | -314.4% | -82.7% |
| All | +147.6% | +817.1% | -669.5% | -85.6% |
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 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