+593.2%
SGU vs VOO
+812.0%
-218.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.8% |
| 7D | +0.2% | +0.5% | -0.3% | 0.0% |
| 30D | -0.4% | -0.9% | +0.5% | 0.0% |
| 3M | +2.5% | +3.9% | -1.4% | +0.9% |
| 6M | +1.5% | +14.5% | -13.0% | -3.8% |
| YTD | +13.3% | +13.0% | +0.3% | +7.8% |
| 1Y | +16.1% | +19.4% | -3.3% | +8.0% |
| 3Y | +31.3% | +78.9% | -47.6% | +2.8% |
| 5Y | +64.8% | +82.3% | -17.5% | +26.8% |
| 10Y | +142.1% | +314.2% | -172.1% | +34.1% |
| All | +593.2% | +812.0% | -218.8% | +195.4% |
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