+42.7%
SDGR vs VOO
+14.7%
+28.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +2.0% |
| 7D | -7.6% | -0.7% | -6.9% | -6.2% |
| 30D | -12.5% | -1.1% | -11.5% | -10.3% |
| 3M | +82.2% | -0.3% | +82.6% | +84.7% |
| 6M | +121.1% | +7.4% | +113.7% | +102.1% |
| YTD | +59.5% | +13.4% | +46.2% | +35.9% |
| 1Y | +42.7% | +14.8% | +27.9% | +18.1% |
| All | +42.7% | +14.7% | +28.0% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling