-98.8%
SOWG vs VOO
+325.3%
-424.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -2.7% |
| 7D | +9.9% | -0.8% | +10.6% | +10.2% |
| 30D | +6.4% | -1.1% | +7.4% | +6.7% |
| 3M | +89.8% | +3.9% | +85.9% | +86.7% |
| 6M | -42.9% | +13.6% | -56.5% | -45.9% |
| YTD | -34.5% | +12.7% | -47.2% | -37.6% |
| 1Y | -72.8% | +17.6% | -90.4% | -74.5% |
| 3Y | -96.8% | +77.3% | -174.1% | -97.3% |
| 5Y | -94.6% | +84.1% | -178.7% | -95.5% |
| All | -98.8% | +325.3% | -424.1% | -99.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling