+70.9%
CXT vs VOO
+72.0%
-1.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.3% | +1.1% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | +18.2% | -3.3% | +21.6% | +22.5% |
| 3M | +12.3% | -2.4% | +14.7% | +15.1% |
| 6M | +32.7% | +2.6% | +30.1% | +28.9% |
| YTD | +28.2% | +11.3% | +16.9% | +14.1% |
| 1Y | -3.1% | +13.4% | -16.5% | -15.4% |
| 3Y | +23.9% | +80.3% | -56.4% | -32.5% |
| 5Y | +70.9% | +72.7% | -1.8% | -0.4% |
| All | +70.9% | +72.0% | -1.1% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling