+92.2%
SWZ vs VOO
+309.9%
-217.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | 0.0% |
| 7D | -0.3% | -2.7% | +2.4% | +1.0% |
| 30D | +0.5% | -5.4% | +5.9% | +3.3% |
| 3M | -2.4% | -4.1% | +1.7% | -0.4% |
| 6M | -4.6% | +0.7% | -5.4% | -5.2% |
| YTD | -6.8% | +8.7% | -15.5% | -11.0% |
| 1Y | -3.5% | +11.0% | -14.5% | -8.9% |
| 3Y | +25.1% | +75.5% | -50.4% | -9.2% |
| 5Y | +11.8% | +68.4% | -56.6% | -17.8% |
| All | +92.2% | +309.9% | -217.8% | -13.3% |
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