+57.5%
SWX vs VOO
+67.9%
-10.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | -1.9% | -2.7% | +0.8% | -0.9% |
| 30D | +10.7% | -5.4% | +16.1% | +13.0% |
| 3M | -0.5% | -4.1% | +3.6% | +1.0% |
| 6M | +2.0% | +0.7% | +1.3% | +1.3% |
| YTD | +16.6% | +8.7% | +7.9% | +11.9% |
| 1Y | +19.3% | +11.0% | +8.3% | +13.4% |
| 3Y | +68.5% | +75.5% | -7.0% | +29.3% |
| All | +57.5% | +67.9% | -10.4% | +18.0% |
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