-89.3%
SOGP vs VOO
+152.9%
-242.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +1.3% | +10.0% | +9.7% |
| 7D | +4.3% | -0.9% | +5.2% | +5.9% |
| 30D | -0.2% | -2.3% | +2.2% | +3.2% |
| 3M | -4.9% | -1.2% | -3.7% | -3.3% |
| 6M | -27.8% | +3.3% | -31.1% | -30.8% |
| YTD | +1.8% | +12.3% | -10.5% | -12.2% |
| 1Y | -3.1% | +12.5% | -15.6% | -16.1% |
| 3Y | +247.4% | +79.2% | +168.2% | +69.3% |
| 5Y | -55.5% | +75.7% | -131.2% | -77.0% |
| All | -89.3% | +152.9% | -242.1% | -95.9% |
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