-73.3%
SOWG vs VOO
+20.9%
-94.2%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.4% | -7.5% | -7.6% |
| 7D | -3.8% | +0.1% | -3.9% | -4.0% |
| 30D | -10.1% | +0.1% | -10.1% | -10.4% |
| 3M | +108.2% | +2.0% | +106.2% | +103.3% |
| 6M | -48.0% | +13.0% | -61.1% | -53.5% |
| YTD | -40.4% | +13.6% | -54.0% | -46.0% |
| 1Y | -73.3% | +20.1% | -93.4% | -78.4% |
| All | -73.3% | +20.9% | -94.2% | -78.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling