-88.3%
SOGP price history and return analytics
+120.2%
-208.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.8% |
| 7D | -2.0% | +1.0% | -3.0% | -3.4% |
| 30D | -5.6% | -0.2% | -5.3% | -5.5% |
| 3M | -3.9% | +4.5% | -8.4% | -10.8% |
| 6M | -6.5% | +14.1% | -20.6% | -24.6% |
| YTD | +10.7% | +14.8% | -4.1% | -11.0% |
| 1Y | -42.2% | +21.2% | -63.4% | -56.5% |
| 3Y | +190.3% | +76.6% | +113.7% | +25.8% |
| 5Y | -66.4% | +66.6% | -133.0% | -83.3% |
| All | -88.3% | +120.2% | -208.5% | -95.5% |
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