+66.3%
SGRT vs VOO
+20.9%
+45.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | -0.6% |
| 7D | +1.9% | -0.8% | +2.7% | +3.5% |
| 30D | +2.4% | -1.1% | +3.5% | +4.7% |
| 3M | -6.0% | +3.9% | -9.8% | -13.0% |
| 6M | +19.4% | +13.6% | +5.7% | -6.5% |
| YTD | +32.8% | +12.7% | +20.1% | +5.7% |
| 1Y | +51.0% | +17.6% | +33.4% | +13.8% |
| All | +66.3% | +20.9% | +45.4% | +21.3% |
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