-33.0%
SDGR vs VOO
+151.5%
-184.4%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -3.6% |
| 7D | -8.0% | -0.4% | -7.7% | -7.7% |
| 30D | +2.3% | -1.4% | +3.7% | +4.0% |
| 3M | +32.2% | +3.7% | +28.5% | +26.6% |
| 6M | +48.3% | +13.0% | +35.2% | +29.0% |
| YTD | +7.4% | +12.4% | -5.1% | -5.8% |
| 1Y | -1.3% | +18.6% | -19.9% | -17.9% |
| 3Y | -43.6% | +78.1% | -121.6% | -68.6% |
| 5Y | -69.6% | +82.3% | -151.9% | -83.1% |
| All | -33.0% | +151.5% | -184.4% | -59.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling