-72.8%
SOWG price history and return analytics
+19.6%
-92.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -3.0% |
| 7D | +9.9% | -1.1% | +11.0% | +10.7% |
| 30D | +6.4% | -1.0% | +7.4% | +6.9% |
| 3M | +89.8% | +3.2% | +86.6% | +83.4% |
| 6M | -42.9% | +12.5% | -55.4% | -48.9% |
| YTD | -34.5% | +14.1% | -48.6% | -40.1% |
| 1Y | -72.8% | +18.9% | -91.8% | -75.6% |
| All | -72.8% | +19.6% | -92.5% | -75.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling