+313.7%
VOO vs SWK
+21.9%
+291.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.5% |
| 7D | -0.9% | -2.3% | +1.4% | -0.2% |
| 30D | -2.3% | +30.4% | -32.8% | -10.6% |
| 3M | -1.2% | +12.1% | -13.3% | -5.2% |
| 6M | +3.3% | +49.1% | -45.7% | -10.1% |
| YTD | +12.3% | +60.4% | -48.1% | -5.6% |
| 1Y | +12.5% | +78.3% | -65.8% | -9.0% |
| 3Y | +79.2% | +53.3% | +25.9% | +45.2% |
| 5Y | +75.7% | -27.0% | +102.6% | +81.6% |
| 10Y | +313.7% | +20.8% | +292.8% | +231.9% |
| All | +313.7% | +21.9% | +291.8% | +231.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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