-89.9%
SH vs VOO
+798.5%
-888.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.7% | 0.0% |
| 7D | -0.2% | +0.1% | -0.3% | +0.1% |
| 30D | +3.6% | -3.3% | +7.0% | +0.6% |
| 3M | +3.7% | -2.4% | +6.1% | +1.8% |
| 6M | -0.1% | +2.6% | -2.7% | +3.5% |
| YTD | -6.3% | +11.3% | -17.6% | +5.9% |
| 1Y | -7.4% | +13.4% | -20.9% | +7.0% |
| 3Y | -33.9% | +80.3% | -114.2% | +27.4% |
| 5Y | -28.9% | +72.7% | -101.6% | +41.9% |
| 10Y | -73.2% | +310.0% | -383.2% | +52.3% |
| All | -89.9% | +798.5% | -888.4% | +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