+64.3%
SGRT vs VOO
+19.9%
+44.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.7% |
| 7D | +2.6% | -2.0% | +4.6% | +7.0% |
| 30D | +4.2% | -1.7% | +5.8% | +7.9% |
| 3M | -2.0% | +4.7% | -6.7% | -10.8% |
| 6M | +17.5% | +12.6% | +5.0% | -6.0% |
| YTD | +31.1% | +11.8% | +19.4% | +6.3% |
| 1Y | +49.6% | +17.5% | +32.0% | +13.7% |
| All | +64.3% | +19.9% | +44.3% | +22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling