+511.8%
CXT vs VOO
+795.4%
-283.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.5% |
| 7D | -2.5% | -0.6% | -1.9% | -1.9% |
| 30D | +16.0% | -3.6% | +19.6% | +21.2% |
| 3M | +14.1% | -2.7% | +16.8% | +17.8% |
| 6M | +30.2% | +2.2% | +28.0% | +26.5% |
| YTD | +25.8% | +10.9% | +14.9% | +10.8% |
| 1Y | -5.1% | +11.3% | -16.4% | -16.7% |
| 3Y | +18.9% | +76.9% | -58.0% | -40.2% |
| 5Y | +69.7% | +73.5% | -3.8% | -13.2% |
| 10Y | +173.7% | +307.7% | -134.0% | -50.6% |
| All | +511.8% | +795.4% | -283.6% | -60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling