-90.3%
SOGP price history and return analytics
+112.5%
-202.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -3.8% |
| 7D | -8.4% | -0.1% | -8.2% | -8.0% |
| 30D | -9.1% | -3.1% | -6.1% | -4.7% |
| 3M | -16.7% | -3.5% | -13.2% | -12.2% |
| 6M | -34.8% | +0.5% | -35.2% | -35.8% |
| YTD | -8.5% | +10.8% | -19.3% | -22.4% |
| 1Y | -14.3% | +11.9% | -26.2% | -27.9% |
| 3Y | +212.2% | +73.0% | +139.2% | +39.8% |
| 5Y | -59.3% | +58.6% | -117.9% | -78.3% |
| All | -90.3% | +112.5% | -202.9% | -96.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling