-74.2%
SH vs VOO
+315.3%
-389.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | 0.0% |
| 7D | +0.4% | -0.4% | +0.8% | +0.1% |
| 30D | +1.9% | -1.4% | +3.3% | +0.6% |
| 3M | -2.3% | +3.7% | -6.0% | +1.7% |
| 6M | -9.3% | +13.0% | -22.4% | +3.5% |
| YTD | -8.0% | +12.4% | -20.4% | +4.7% |
| 1Y | -11.1% | +18.6% | -29.7% | +7.1% |
| 3Y | -32.7% | +78.1% | -110.8% | +28.0% |
| 5Y | -33.5% | +82.3% | -115.7% | +39.8% |
| 10Y | -74.2% | +322.5% | -396.8% | +49.9% |
| All | -74.2% | +315.3% | -389.5% | +49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling