+21.4%
SWP vs VOO
+31.5%
-10.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.3% | -0.6% |
| 7D | -4.1% | -4.7% | +0.6% | -0.3% |
| 30D | -3.6% | -5.9% | +2.3% | +1.2% |
| 3M | -6.5% | -4.5% | -2.0% | -3.0% |
| 6M | -2.4% | +1.9% | -4.3% | -4.0% |
| YTD | +2.7% | +8.4% | -5.7% | -4.1% |
| 1Y | +4.3% | +9.5% | -5.2% | -3.3% |
| All | +21.4% | +31.5% | -10.1% | -2.1% |
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