+250.0%
SGDM vs VOO
+325.3%
-75.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.2% |
| 7D | -2.5% | -0.8% | -1.7% | -2.1% |
| 30D | +7.1% | -1.1% | +8.2% | +7.8% |
| 3M | +25.9% | +3.9% | +22.0% | +23.7% |
| 6M | -3.9% | +13.6% | -17.5% | -9.2% |
| YTD | +16.1% | +12.7% | +3.4% | +10.2% |
| 1Y | +40.9% | +17.6% | +23.4% | +31.4% |
| 3Y | +242.9% | +77.3% | +165.6% | +163.8% |
| 5Y | +225.3% | +84.1% | +141.1% | +142.9% |
| All | +250.0% | +325.3% | -75.3% | +90.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling