+468.2%
SXT vs VOO
+800.4%
-332.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | -1.8% | +2.6% | -4.3% | -4.1% |
| 30D | -11.9% | -2.0% | -9.9% | -10.0% |
| 3M | -9.9% | -2.8% | -7.1% | -7.4% |
| 6M | +1.5% | +2.2% | -0.7% | -0.7% |
| YTD | +26.0% | +11.5% | +14.5% | +13.3% |
| 1Y | +24.3% | +13.5% | +10.8% | +9.8% |
| 3Y | +114.6% | +78.1% | +36.5% | +20.1% |
| 5Y | +26.9% | +73.1% | -46.3% | -27.6% |
| 10Y | +90.8% | +310.7% | -219.9% | -57.8% |
| All | +468.2% | +800.4% | -332.3% | -54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling