+271.2%
SGDM vs VOO
+375.1%
-103.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | +5.0% | +0.5% | +4.5% | +4.8% |
| 30D | +10.2% | -0.9% | +11.1% | +10.7% |
| 3M | +25.9% | +3.9% | +22.0% | +23.9% |
| 6M | -2.2% | +14.5% | -16.8% | -7.6% |
| YTD | +18.3% | +13.0% | +5.4% | +12.6% |
| 1Y | +47.4% | +19.4% | +28.0% | +37.0% |
| 3Y | +252.4% | +78.9% | +173.5% | +174.4% |
| 5Y | +223.1% | +82.3% | +140.8% | +146.7% |
| 10Y | +246.3% | +314.2% | -67.9% | +101.6% |
| All | +271.2% | +375.1% | -103.9% | +109.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling