-99.7%
SOWG vs VT
+493.8%
-593.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.6% |
| 3M | +108.2% | +2.4% | +105.8% | +106.2% |
| 6M | -48.0% | +12.0% | -60.0% | -50.8% |
| YTD | -40.4% | +15.3% | -55.7% | -44.0% |
| 1Y | -73.3% | +22.6% | -95.9% | -75.6% |
| 3Y | -96.6% | +74.7% | -171.3% | -97.3% |
| 5Y | -95.9% | +66.1% | -162.1% | -96.7% |
| 10Y | -98.9% | +225.0% | -323.9% | -99.3% |
| All | -99.7% | +493.8% | -593.4% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling