+403.1%
SWKS vs VOO
+817.1%
-414.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +4.1% |
| 7D | +12.5% | +0.1% | +12.4% | +12.3% |
| 30D | +10.5% | +0.1% | +10.4% | +10.4% |
| 3M | -7.4% | +2.0% | -9.4% | -9.6% |
| 6M | +32.7% | +13.0% | +19.6% | +10.5% |
| YTD | +19.2% | +13.6% | +5.6% | -1.7% |
| 1Y | +2.4% | +20.1% | -17.7% | -22.1% |
| 3Y | -25.6% | +77.6% | -103.2% | -68.0% |
| 5Y | -53.4% | +82.4% | -135.9% | -80.3% |
| 10Y | +23.2% | +316.8% | -293.7% | -85.1% |
| All | +403.1% | +817.1% | -414.0% | -81.4% |
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 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