-10.8%
SXC vs VOO
+651.6%
-662.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.3% |
| 7D | +0.2% | +0.5% | -0.3% | -0.5% |
| 30D | +10.4% | -0.9% | +11.3% | +11.7% |
| 3M | +13.8% | +3.9% | +9.9% | +7.6% |
| 6M | +77.7% | +14.5% | +63.2% | +48.0% |
| YTD | +48.4% | +13.0% | +35.4% | +25.9% |
| 1Y | +41.4% | +19.4% | +22.0% | +12.1% |
| 3Y | +35.2% | +78.9% | -43.7% | -38.2% |
| 5Y | +87.4% | +82.3% | +5.1% | -18.7% |
| 10Y | +100.1% | +314.2% | -214.1% | -70.0% |
| All | -10.8% | +651.6% | -662.3% | -93.1% |
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 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