+75.9%
SWX vs VOO
+314.4%
-238.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.2% |
| 7D | +0.4% | -0.9% | +1.3% | +0.9% |
| 30D | +8.6% | -2.3% | +11.0% | +10.2% |
| 3M | +2.0% | -1.2% | +3.1% | +2.5% |
| 6M | +5.5% | +3.3% | +2.1% | +2.5% |
| YTD | +18.3% | +12.3% | +6.0% | +8.3% |
| 1Y | +17.8% | +12.5% | +5.3% | +7.6% |
| 3Y | +77.4% | +79.2% | -1.8% | +14.0% |
| 5Y | +56.8% | +75.7% | -18.9% | +0.4% |
| 10Y | +75.9% | +313.7% | -237.8% | -47.8% |
| All | +75.9% | +314.4% | -238.5% | -47.8% |
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 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