-24.7%
SHC vs VOO
+134.0%
-158.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.2% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | +5.1% | +0.1% | +5.1% | +5.0% |
| 3M | +21.4% | +2.0% | +19.4% | +18.3% |
| 6M | +19.9% | +13.0% | +6.9% | +3.6% |
| YTD | +7.1% | +13.6% | -6.4% | -8.0% |
| 1Y | +21.9% | +20.1% | +1.9% | -2.1% |
| 3Y | +18.1% | +77.6% | -59.4% | -41.9% |
| 5Y | -27.0% | +82.4% | -109.4% | -65.9% |
| All | -24.7% | +134.0% | -158.7% | -73.3% |
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