-30.8%
SGC vs VOO
+72.6%
-103.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | +5.1% | +2.6% | +2.6% | +2.6% |
| 30D | +7.9% | -2.0% | +9.9% | +9.8% |
| 3M | +8.6% | -2.8% | +11.4% | +11.2% |
| 6M | +23.0% | +2.2% | +20.8% | +20.3% |
| YTD | +51.3% | +11.5% | +39.8% | +36.7% |
| 1Y | +57.0% | +13.5% | +43.5% | +39.6% |
| 3Y | +58.3% | +78.1% | -19.7% | -5.0% |
| All | -30.8% | +72.6% | -103.4% | -56.9% |
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