-99.9%
SXTP vs VOO
+79.5%
-179.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -10.8% | +0.1% | -10.9% | -10.8% |
| 30D | -24.7% | +0.1% | -24.7% | -24.7% |
| 3M | -39.9% | +2.0% | -41.9% | -40.2% |
| 6M | -59.5% | +13.0% | -72.5% | -60.6% |
| YTD | -54.8% | +13.6% | -68.4% | -56.0% |
| 1Y | -84.5% | +20.1% | -104.6% | -84.6% |
| 3Y | -99.7% | +77.6% | -177.3% | -99.7% |
| All | -99.9% | +79.5% | -179.4% | -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 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