+39.0%
SHEH vs VOO
+37.0%
+2.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.5% |
| 7D | +1.6% | +0.5% | +1.1% | +1.4% |
| 30D | +8.3% | -0.9% | +9.2% | +8.6% |
| 3M | +9.1% | +3.9% | +5.2% | +7.5% |
| 6M | +12.2% | +14.5% | -2.3% | +5.9% |
| YTD | +30.9% | +13.0% | +18.0% | +24.4% |
| 1Y | +35.7% | +19.4% | +16.3% | +25.1% |
| All | +39.0% | +37.0% | +2.0% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling