+27.4%
SXT vs VOO
+13.0%
+14.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -2.9% |
| 7D | -5.2% | -0.9% | -4.3% | -4.5% |
| 30D | -8.3% | -2.3% | -5.9% | -6.6% |
| 3M | -9.6% | -1.2% | -8.4% | -8.6% |
| 6M | +1.9% | +3.3% | -1.4% | -0.4% |
| YTD | +28.3% | +12.3% | +16.0% | +18.9% |
| 1Y | +27.4% | +12.5% | +14.9% | +18.4% |
| All | +27.4% | +13.0% | +14.4% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling