+20.1%
VOO vs SGOV
+3.8%
+16.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | 0.0% |
| 7D | +0.1% | +0.1% | 0.0% | +1.0% |
| 30D | +0.1% | +0.3% | -0.3% | +3.6% |
| 3M | +2.0% | +1.0% | +1.1% | +13.5% |
| 6M | +13.0% | +1.9% | +11.2% | +38.9% |
| YTD | +13.6% | +2.5% | +11.1% | +44.6% |
| 1Y | +20.1% | +3.8% | +16.3% | +73.3% |
| All | +20.1% | +3.8% | +16.3% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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