-100.0%
SXTP vs VOO
+76.9%
-176.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -43.3% | +3.3% | -46.6% | -43.8% |
| 30D | -42.3% | -2.7% | -39.6% | -41.9% |
| 3M | -54.1% | -1.7% | -52.3% | -53.9% |
| 6M | -65.4% | +3.1% | -68.5% | -65.6% |
| YTD | -74.5% | +11.9% | -86.4% | -75.1% |
| 1Y | -89.5% | +12.1% | -101.5% | -89.7% |
| 3Y | -99.6% | +78.6% | -178.2% | -99.5% |
| All | -100.0% | +76.9% | -176.9% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling