+117.5%
SXT vs VOO
+324.3%
-206.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.3% |
| 7D | -2.1% | -0.4% | -1.7% | -1.8% |
| 30D | +2.9% | -1.4% | +4.2% | +4.1% |
| 3M | +11.8% | +3.7% | +8.0% | +8.1% |
| 6M | +46.7% | +13.0% | +33.7% | +31.7% |
| YTD | +43.2% | +12.4% | +30.8% | +29.2% |
| 1Y | +21.4% | +18.6% | +2.8% | +4.4% |
| 3Y | +121.0% | +78.1% | +43.0% | +31.2% |
| 5Y | +62.4% | +82.3% | -19.8% | -6.1% |
| All | +117.5% | +324.3% | -206.8% | -39.1% |
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 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