+50.8%
SWKS vs VOO
+309.6%
-258.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.5% |
| 7D | +9.4% | +2.6% | +6.9% | +5.4% |
| 30D | +17.0% | -2.0% | +19.0% | +20.0% |
| 3M | +28.9% | -2.8% | +31.7% | +33.6% |
| 6M | +33.1% | +2.2% | +31.0% | +29.2% |
| YTD | +44.8% | +11.5% | +33.3% | +23.0% |
| 1Y | +36.2% | +13.5% | +22.7% | +12.9% |
| 3Y | +11.5% | +78.1% | -66.6% | -50.7% |
| 5Y | -37.1% | +73.1% | -110.2% | -70.3% |
| All | +50.8% | +309.6% | -258.8% | -80.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling