-97.5%
SGLY vs VOO
+77.0%
-174.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.6% | -0.5% | +20.1% | +19.8% |
| 7D | +26.0% | -0.4% | +26.4% | +26.1% |
| 30D | -77.9% | -1.4% | -76.5% | -77.8% |
| 3M | -62.5% | +3.7% | -66.2% | -62.9% |
| 6M | -64.5% | +13.0% | -77.5% | -65.7% |
| YTD | -78.9% | +12.4% | -91.3% | -79.6% |
| 1Y | -87.5% | +18.6% | -106.1% | -88.1% |
| All | -97.5% | +77.0% | -174.4% | -97.9% |
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 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