-99.7%
SOWG vs VOO
+807.8%
-907.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.5% | +8.2% | +7.9% |
| 7D | -3.7% | -0.4% | -3.4% | -3.6% |
| 30D | +12.0% | -1.4% | +13.4% | +12.5% |
| 3M | +134.3% | +3.7% | +130.5% | +131.2% |
| 6M | -41.2% | +13.0% | -54.3% | -43.8% |
| YTD | -34.3% | +12.4% | -46.8% | -36.8% |
| 1Y | -70.2% | +18.6% | -88.8% | -71.8% |
| 3Y | -96.8% | +78.1% | -174.9% | -97.3% |
| 5Y | -95.9% | +82.3% | -178.2% | -96.6% |
| 10Y | -98.8% | +322.5% | -421.3% | -99.1% |
| All | -99.7% | +807.8% | -907.6% | -99.8% |
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