+6.6%
SO vs VG
+35.0%
-28.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +0.1% |
| 7D | -0.1% | -7.7% | +7.6% | -0.1% |
| 30D | +8.7% | -8.8% | +17.5% | +8.6% |
| 3M | +3.4% | -15.6% | +19.0% | +3.4% |
| 6M | +3.7% | +5.2% | -1.5% | +3.5% |
| YTD | +10.0% | +76.9% | -66.9% | +5.0% |
| 1Y | +6.6% | +42.5% | -35.9% | +3.5% |
| All | +6.6% | +35.0% | -28.4% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling