+200.4%
SXI vs VOO
+82.8%
+117.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | 0.0% |
| 7D | -2.4% | -0.8% | -1.6% | -1.6% |
| 30D | -18.6% | -1.1% | -17.5% | -17.6% |
| 3M | -11.4% | +3.9% | -15.3% | -14.6% |
| 6M | +2.9% | +13.6% | -10.7% | -9.3% |
| YTD | +24.3% | +12.7% | +11.6% | +10.7% |
| 1Y | +29.8% | +17.6% | +12.2% | +11.1% |
| 3Y | +87.8% | +77.3% | +10.4% | +11.2% |
| All | +200.4% | +82.8% | +117.6% | +71.9% |
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