+114.2%
SXT vs VOO
+321.7%
-207.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -3.8% | -2.0% | -1.9% | -2.2% |
| 30D | -0.6% | -1.7% | +1.0% | +0.8% |
| 3M | +9.8% | +4.7% | +5.0% | +5.4% |
| 6M | +45.0% | +12.6% | +32.4% | +30.6% |
| YTD | +41.1% | +11.8% | +29.3% | +27.9% |
| 1Y | +25.4% | +17.5% | +7.8% | +8.6% |
| 3Y | +117.7% | +77.0% | +40.7% | +29.9% |
| 5Y | +59.3% | +82.6% | -23.3% | -8.1% |
| All | +114.2% | +321.7% | -207.5% | -39.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling