-49.0%
SG vs VOO
+77.4%
-126.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.8% | +4.2% | +3.5% |
| 7D | +3.8% | -0.8% | +4.6% | +5.3% |
| 30D | +22.0% | -1.1% | +23.1% | +24.5% |
| 3M | -22.3% | +3.9% | -26.2% | -28.4% |
| 6M | +26.3% | +13.6% | +12.7% | -2.5% |
| YTD | +5.0% | +12.7% | -7.7% | -17.0% |
| 1Y | -18.3% | +17.6% | -35.9% | -41.2% |
| 3Y | -49.0% | +77.3% | -126.4% | -84.8% |
| All | -49.0% | +77.4% | -126.4% | -84.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling