+24.9%
SWP vs VOO
+35.0%
-10.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.2% | +0.7% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | -0.4% | -3.3% | +2.9% | +2.3% |
| 3M | -4.3% | -2.4% | -1.9% | -2.4% |
| 6M | +0.3% | +2.6% | -2.3% | -1.9% |
| YTD | +5.6% | +11.3% | -5.7% | -3.4% |
| 1Y | +7.6% | +13.4% | -5.9% | -3.1% |
| All | +24.9% | +35.0% | -10.1% | -1.4% |
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