+233.8%
SPXT vs VOO
+361.6%
-127.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | 0.0% | -2.7% | +2.7% | +2.0% |
| 30D | +1.8% | -5.4% | +7.2% | +6.1% |
| 3M | -0.8% | -4.1% | +3.2% | +2.2% |
| 6M | +1.9% | +0.7% | +1.1% | +1.0% |
| YTD | +7.3% | +8.7% | -1.4% | +0.3% |
| 1Y | +11.3% | +11.0% | +0.3% | +2.3% |
| 3Y | +61.8% | +75.5% | -13.6% | +4.6% |
| 5Y | +48.9% | +68.4% | -19.4% | -1.3% |
| 10Y | +200.1% | +315.7% | -115.6% | +24.1% |
| All | +233.8% | +361.6% | -127.8% | +31.5% |
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