+100.2%
SXC vs VOO
+325.3%
-225.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -2.1% |
| 7D | -3.0% | -0.8% | -2.2% | -2.1% |
| 30D | +7.5% | -1.1% | +8.6% | +8.9% |
| 3M | +7.4% | +3.9% | +3.5% | +1.7% |
| 6M | +70.6% | +13.6% | +57.0% | +43.9% |
| YTD | +45.3% | +12.7% | +32.6% | +24.0% |
| 1Y | +37.1% | +17.6% | +19.5% | +11.1% |
| 3Y | +28.2% | +77.3% | -49.1% | -40.6% |
| 5Y | +79.6% | +84.1% | -4.5% | -23.1% |
| All | +100.2% | +325.3% | -225.1% | -76.8% |
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