+11.6%
SWZ vs VOO
+67.5%
-55.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.4% | +2.7% | +0.1% |
| 7D | -0.7% | -4.7% | +4.0% | +1.3% |
| 30D | -0.2% | -5.9% | +5.7% | +2.3% |
| 3M | -2.5% | -4.5% | +2.0% | -0.7% |
| 6M | -4.5% | +1.9% | -6.3% | -5.4% |
| YTD | -6.9% | +8.4% | -15.3% | -10.3% |
| 1Y | -3.2% | +9.5% | -12.6% | -7.1% |
| 3Y | +25.7% | +75.3% | -49.6% | -4.6% |
| 5Y | +11.6% | +67.9% | -56.3% | -14.9% |
| All | +11.6% | +67.5% | -55.9% | -14.9% |
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