+185.4%
SWZ vs VOO
+817.1%
-631.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +0.8% | +0.1% | +0.8% | +0.8% |
| 3M | +1.4% | +2.0% | -0.7% | +0.1% |
| 6M | -1.2% | +13.0% | -14.2% | -8.1% |
| YTD | -3.7% | +13.6% | -17.3% | -10.8% |
| 1Y | -2.0% | +20.1% | -22.0% | -12.2% |
| 3Y | +21.5% | +77.6% | -56.1% | -15.2% |
| 5Y | +13.7% | +82.4% | -68.7% | -22.9% |
| 10Y | +99.8% | +316.8% | -217.1% | -24.4% |
| All | +185.4% | +817.1% | -631.7% | -42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling