-100.0%
SXTC vs VOO
+247.6%
-347.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.9% |
| 7D | -8.9% | +0.5% | -9.5% | -9.4% |
| 30D | -39.1% | -0.9% | -38.2% | -38.7% |
| 3M | -98.2% | +3.9% | -102.1% | -98.2% |
| 6M | -98.6% | +14.5% | -113.2% | -98.7% |
| YTD | -100.0% | +13.0% | -112.9% | -100.0% |
| 1Y | -100.0% | +19.4% | -119.4% | -100.0% |
| 3Y | -100.0% | +78.9% | -178.9% | -100.0% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| All | -100.0% | +247.6% | -347.6% | -100.0% |
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