-95.9%
SOWG vs VT
+66.2%
-162.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | 0.0% | -7.9% | -7.9% |
| 7D | -3.8% | +0.4% | -4.2% | -4.1% |
| 30D | -10.1% | +1.0% | -11.0% | -10.7% |
| 3M | +108.2% | +2.4% | +105.8% | +106.0% |
| 6M | -48.0% | +12.0% | -60.0% | -50.9% |
| YTD | -40.4% | +15.3% | -55.7% | -44.1% |
| 1Y | -73.3% | +22.6% | -95.9% | -75.6% |
| 3Y | -96.6% | +74.7% | -171.3% | -97.0% |
| All | -95.9% | +66.2% | -162.1% | -95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling