+32.1%
SWKS vs VOO
+309.9%
-277.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +0.8% |
| 7D | -6.2% | -2.7% | -3.4% | -2.6% |
| 30D | -1.5% | -5.4% | +3.9% | +6.3% |
| 3M | +23.0% | -4.1% | +27.0% | +30.0% |
| 6M | +27.6% | +0.7% | +26.9% | +26.5% |
| YTD | +32.3% | +8.7% | +23.6% | +16.7% |
| 1Y | +20.1% | +11.0% | +9.2% | +2.8% |
| 3Y | +0.6% | +75.5% | -74.8% | -54.5% |
| 5Y | -42.3% | +68.4% | -110.7% | -71.6% |
| All | +32.1% | +309.9% | -277.8% | -82.9% |
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