+205.0%
SPXT vs VOO
+317.9%
-112.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +0.2% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +2.7% | -3.3% | +6.0% | +5.4% |
| 3M | +0.9% | -2.4% | +3.3% | +2.8% |
| 6M | +4.8% | +2.6% | +2.2% | +2.4% |
| YTD | +9.5% | +11.3% | -1.8% | +0.1% |
| 1Y | +13.2% | +13.4% | -0.2% | +1.8% |
| 3Y | +66.9% | +80.3% | -13.4% | +2.8% |
| 5Y | +52.7% | +72.7% | -20.0% | -3.2% |
| 10Y | +205.0% | +310.0% | -105.0% | +18.1% |
| All | +205.0% | +317.9% | -112.9% | +18.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling