-27.3%
SHC vs VOO
+130.2%
-157.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.3% |
| 7D | -4.0% | -2.0% | -2.1% | -1.8% |
| 30D | -4.4% | -1.7% | -2.8% | -2.5% |
| 3M | +12.2% | +4.7% | +7.5% | +6.1% |
| 6M | +29.9% | +12.6% | +17.3% | +12.7% |
| YTD | +3.5% | +11.8% | -8.2% | -9.4% |
| 1Y | +16.0% | +17.5% | -1.5% | -4.5% |
| 3Y | +26.8% | +77.0% | -50.2% | -37.5% |
| 5Y | -26.4% | +82.6% | -109.0% | -65.7% |
| All | -27.3% | +130.2% | -157.5% | -73.7% |
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