-70.0%
SDGR vs VOO
+80.3%
-150.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.1% |
| 7D | -9.2% | -2.0% | -7.2% | -6.1% |
| 30D | +0.8% | -1.7% | +2.5% | +3.7% |
| 3M | +32.9% | +4.7% | +28.1% | +22.6% |
| 6M | +48.9% | +12.6% | +36.3% | +22.1% |
| YTD | +5.1% | +11.8% | -6.6% | -12.6% |
| 1Y | +3.6% | +17.5% | -14.0% | -20.1% |
| 3Y | -44.7% | +77.0% | -121.7% | -78.0% |
| 5Y | -70.0% | +82.6% | -152.6% | -88.2% |
| All | -70.0% | +80.3% | -150.4% | -88.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling