-43.6%
SWKS vs VOO
+67.9%
-111.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +0.8% |
| 7D | -6.2% | -2.7% | -3.4% | -2.5% |
| 30D | -1.5% | -5.4% | +3.9% | +6.6% |
| 3M | +23.0% | -4.1% | +27.0% | +30.2% |
| 6M | +27.6% | +0.7% | +26.9% | +26.3% |
| YTD | +32.3% | +8.7% | +23.6% | +16.0% |
| 1Y | +20.1% | +11.0% | +9.2% | +2.0% |
| 3Y | +0.6% | +75.5% | -74.8% | -56.3% |
| All | -43.6% | +67.9% | -111.5% | -73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling