+233.2%
SHBI vs VOO
+807.8%
-574.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +0.1% | -0.4% | +0.4% | +0.4% |
| 30D | -1.4% | -1.4% | 0.0% | -0.3% |
| 3M | +7.4% | +3.7% | +3.7% | +3.9% |
| 6M | +30.8% | +13.0% | +17.7% | +17.7% |
| YTD | +33.4% | +12.4% | +20.9% | +20.6% |
| 1Y | +40.6% | +18.6% | +22.0% | +21.5% |
| 3Y | +134.4% | +78.1% | +56.3% | +46.1% |
| 5Y | +54.2% | +82.3% | -28.1% | -7.5% |
| 10Y | +163.7% | +322.5% | -158.8% | -10.1% |
| All | +233.2% | +807.8% | -574.6% | -23.1% |
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