-25.7%
SGRY vs VOO
+378.5%
-404.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.9% |
| 7D | -0.4% | -2.0% | +1.6% | +2.8% |
| 30D | -5.9% | -1.7% | -4.2% | -3.5% |
| 3M | -0.6% | +4.7% | -5.3% | -8.0% |
| 6M | +9.0% | +12.6% | -3.5% | -10.2% |
| YTD | -8.6% | +11.8% | -20.4% | -23.8% |
| 1Y | -34.2% | +17.5% | -51.7% | -50.0% |
| 3Y | -55.9% | +77.0% | -132.9% | -83.4% |
| 5Y | -70.7% | +82.6% | -153.2% | -88.7% |
| 10Y | -26.4% | +320.0% | -346.4% | -89.0% |
| All | -25.7% | +378.5% | -404.2% | -88.3% |
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 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