-55.5%
SOGP vs VOO
+75.1%
-130.7%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +1.3% | +10.0% | +9.3% |
| 7D | +4.3% | -0.9% | +5.2% | +6.3% |
| 30D | -0.2% | -2.3% | +2.2% | +4.0% |
| 3M | -4.9% | -1.2% | -3.7% | -3.0% |
| 6M | -27.8% | +3.3% | -31.1% | -31.8% |
| YTD | +1.8% | +12.3% | -10.5% | -16.0% |
| 1Y | -3.1% | +12.5% | -15.6% | -19.8% |
| 3Y | +247.4% | +79.2% | +168.2% | +28.1% |
| 5Y | -55.5% | +75.7% | -131.2% | -81.5% |
| All | -55.5% | +75.1% | -130.7% | -81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling