-27.7%
SHC vs VOO
+75.1%
-102.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.2% | -0.4% |
| 7D | +0.3% | -0.9% | +1.2% | +1.3% |
| 30D | -9.4% | -2.3% | -7.1% | -7.0% |
| 3M | -14.0% | -1.2% | -12.8% | -13.0% |
| 6M | +6.5% | +3.3% | +3.2% | +1.9% |
| YTD | -6.8% | +12.3% | -19.1% | -19.2% |
| 1Y | +1.9% | +12.5% | -10.6% | -11.8% |
| 3Y | +26.9% | +79.2% | -52.2% | -38.9% |
| 5Y | -27.7% | +75.7% | -103.4% | -65.9% |
| All | -27.7% | +75.1% | -102.9% | -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