+81.6%
SXC vs VOO
+80.3%
+1.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.1% |
| 7D | -0.6% | -2.0% | +1.4% | +1.1% |
| 30D | +10.8% | -1.7% | +12.5% | +12.4% |
| 3M | +12.6% | +4.7% | +7.9% | +8.0% |
| 6M | +77.5% | +12.6% | +65.0% | +59.9% |
| YTD | +46.9% | +11.8% | +35.2% | +33.4% |
| 1Y | +39.0% | +17.5% | +21.4% | +21.2% |
| 3Y | +33.9% | +77.0% | -43.1% | -18.1% |
| 5Y | +81.6% | +82.6% | -1.0% | +4.2% |
| All | +81.6% | +80.3% | +1.3% | +4.2% |
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