-89.9%
SOGP vs VOO
+152.0%
-241.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.3% | -5.9% | -5.8% |
| 7D | +6.6% | +3.3% | +3.4% | +2.8% |
| 30D | -9.7% | -2.7% | -7.0% | -6.2% |
| 3M | -7.0% | -1.7% | -5.3% | -4.7% |
| 6M | -31.6% | +3.1% | -34.8% | -34.3% |
| YTD | -4.5% | +11.9% | -16.5% | -17.3% |
| 1Y | -5.5% | +12.1% | -17.6% | -17.8% |
| 3Y | +225.8% | +78.6% | +147.2% | +59.5% |
| 5Y | -59.3% | +73.8% | -133.1% | -78.7% |
| All | -89.9% | +152.0% | -241.9% | -96.1% |
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