+73.5%
VOO vs SWK
-25.5%
+99.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | 0.0% |
| 7D | -0.6% | +11.3% | -11.9% | -3.4% |
| 30D | -3.6% | +31.5% | -35.1% | -10.3% |
| 3M | -2.7% | +14.4% | -17.2% | -6.3% |
| 6M | +2.2% | +46.4% | -44.2% | -7.9% |
| YTD | +10.9% | +61.6% | -50.7% | -3.4% |
| 1Y | +11.3% | +78.7% | -67.4% | -5.8% |
| 3Y | +76.9% | +54.4% | +22.5% | +49.0% |
| 5Y | +73.5% | -25.3% | +98.8% | +75.9% |
| All | +73.5% | -25.5% | +99.0% | +75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling