+310.0%
VOO vs SWK
+32.9%
+277.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.8% | -0.5% | +1.5% |
| 7D | +0.1% | +10.7% | -10.6% | -3.3% |
| 30D | -3.3% | +33.3% | -36.7% | -12.1% |
| 3M | -2.4% | +14.7% | -17.1% | -7.1% |
| 6M | +2.6% | +48.5% | -45.9% | -10.6% |
| YTD | +11.3% | +63.9% | -52.6% | -7.1% |
| 1Y | +13.4% | +80.4% | -67.0% | -8.5% |
| 3Y | +80.3% | +58.1% | +22.2% | +44.7% |
| 5Y | +72.7% | -24.5% | +97.2% | +76.4% |
| 10Y | +310.0% | +29.5% | +280.5% | +226.7% |
| All | +310.0% | +32.9% | +277.1% | +226.7% |
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