+13.4%
SWZ vs VOO
+76.7%
-63.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.3% |
| 7D | +1.4% | -0.7% | +2.1% | +1.7% |
| 30D | +2.3% | -1.1% | +3.3% | +2.7% |
| 3M | -0.5% | -0.3% | -0.2% | -0.4% |
| 6M | -2.2% | +7.4% | -9.5% | -5.2% |
| YTD | -5.3% | +13.4% | -18.7% | -10.4% |
| 1Y | -1.2% | +14.8% | -16.0% | -7.0% |
| 3Y | +27.9% | +83.3% | -55.4% | -4.7% |
| 5Y | +13.4% | +76.1% | -62.7% | -15.2% |
| All | +13.4% | +76.7% | -63.3% | -15.2% |
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