-26.2%
SHC vs VOO
+82.3%
-108.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.0% |
| 7D | -0.5% | +0.5% | -1.0% | -1.1% |
| 30D | -1.4% | -0.9% | -0.5% | -0.3% |
| 3M | +17.2% | +3.9% | +13.3% | +11.9% |
| 6M | +26.8% | +14.5% | +12.3% | +7.8% |
| YTD | +5.4% | +13.0% | -7.6% | -9.0% |
| 1Y | +16.8% | +19.4% | -2.6% | -5.6% |
| 3Y | +29.1% | +78.9% | -49.8% | -37.4% |
| 5Y | -26.2% | +82.3% | -108.5% | -65.9% |
| All | -26.2% | +82.3% | -108.5% | -65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling