+8.6%
SWKS vs VOO
+79.7%
-71.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.3% | +4.7% | +3.9% |
| 7D | +5.7% | -0.9% | +6.6% | +7.0% |
| 30D | +17.3% | -2.3% | +19.7% | +21.4% |
| 3M | +28.3% | -1.2% | +29.4% | +29.9% |
| 6M | +26.1% | +3.3% | +22.7% | +19.6% |
| YTD | +41.1% | +12.3% | +28.8% | +16.5% |
| 1Y | +31.4% | +12.5% | +18.9% | +8.2% |
| All | +8.6% | +79.7% | -71.1% | -59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling