+51.0%
SWX vs VOO
+67.5%
-16.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.4% | -0.3% |
| 7D | -2.8% | -4.7% | +1.9% | -1.1% |
| 30D | +8.6% | -5.9% | +14.5% | +11.1% |
| 3M | +0.5% | -4.5% | +5.0% | +2.2% |
| 6M | -2.0% | +1.9% | -3.9% | -3.2% |
| YTD | +15.5% | +8.4% | +7.1% | +11.0% |
| 1Y | +17.9% | +9.5% | +8.5% | +12.8% |
| 3Y | +62.6% | +75.3% | -12.7% | +24.9% |
| 5Y | +51.0% | +67.9% | -16.8% | +14.2% |
| All | +51.0% | +67.5% | -16.5% | +14.2% |
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