+94.2%
SXT vs VOO
+314.4%
-220.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -3.0% |
| 7D | -5.2% | -0.9% | -4.3% | -4.5% |
| 30D | -8.3% | -2.3% | -5.9% | -6.2% |
| 3M | -9.6% | -1.2% | -8.4% | -8.6% |
| 6M | +1.9% | +3.3% | -1.4% | -1.0% |
| YTD | +28.3% | +12.3% | +16.0% | +16.0% |
| 1Y | +27.4% | +12.5% | +14.9% | +14.9% |
| 3Y | +118.2% | +79.2% | +39.0% | +29.0% |
| 5Y | +31.7% | +75.7% | -43.9% | -21.2% |
| 10Y | +94.2% | +313.7% | -219.4% | -47.5% |
| All | +94.2% | +314.4% | -220.2% | -47.5% |
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