-89.9%
SH vs VOO
+795.4%
-885.3%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | 0.0% |
| 7D | +0.4% | -0.6% | +1.0% | +0.1% |
| 30D | +4.0% | -3.6% | +7.7% | +0.6% |
| 3M | +4.1% | -2.7% | +6.8% | +1.8% |
| 6M | +0.3% | +2.2% | -2.0% | +3.5% |
| YTD | -6.0% | +10.9% | -16.9% | +6.0% |
| 1Y | -5.6% | +11.3% | -16.9% | +7.0% |
| 3Y | -32.6% | +76.9% | -109.6% | +27.4% |
| 5Y | -29.3% | +73.5% | -102.8% | +41.8% |
| 10Y | -73.0% | +307.7% | -380.7% | +52.2% |
| All | -89.9% | +795.4% | -885.3% | +44.9% |
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