-36.2%
SGC vs VOO
+81.6%
-117.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.6% |
| 7D | -0.2% | -0.4% | +0.1% | +0.1% |
| 30D | -2.8% | -1.4% | -1.5% | -1.6% |
| 3M | -4.0% | +3.7% | -7.7% | -7.2% |
| 6M | +20.9% | +13.0% | +7.9% | +8.1% |
| YTD | +32.7% | +12.4% | +20.3% | +19.3% |
| 1Y | +9.8% | +18.6% | -8.8% | -6.0% |
| 3Y | +85.1% | +78.1% | +7.1% | +11.5% |
| 5Y | -36.2% | +82.3% | -118.5% | -61.9% |
| All | -36.2% | +81.6% | -117.8% | -61.9% |
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