+169.3%
SHBI vs VOO
+325.3%
-155.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.7% |
| 7D | -0.8% | -0.8% | 0.0% | 0.0% |
| 30D | -1.8% | -1.1% | -0.7% | -0.8% |
| 3M | +5.9% | +3.9% | +2.0% | +1.6% |
| 6M | +34.0% | +13.6% | +20.4% | +17.2% |
| YTD | +35.2% | +12.7% | +22.5% | +19.1% |
| 1Y | +40.0% | +17.6% | +22.4% | +18.1% |
| 3Y | +137.1% | +77.3% | +59.8% | +32.0% |
| 5Y | +56.2% | +84.1% | -27.9% | -18.8% |
| All | +169.3% | +325.3% | -155.9% | -48.8% |
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