-33.6%
SDGR vs VOO
+152.1%
-185.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.2% |
| 7D | -5.3% | -0.8% | -4.6% | -4.5% |
| 30D | +2.1% | -1.1% | +3.2% | +3.4% |
| 3M | +30.3% | +3.9% | +26.4% | +24.5% |
| 6M | +49.4% | +13.6% | +35.8% | +29.3% |
| YTD | +6.4% | +12.7% | -6.3% | -6.9% |
| 1Y | +1.3% | +17.6% | -16.3% | -14.9% |
| 3Y | -44.0% | +77.3% | -121.4% | -68.7% |
| 5Y | -69.7% | +84.1% | -153.8% | -83.2% |
| All | -33.6% | +152.1% | -185.7% | -60.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling