+40.0%
SHEH vs VOO
+35.5%
+4.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +3.8% | -2.0% | +5.8% | +4.5% |
| 30D | +6.5% | -1.7% | +8.2% | +7.0% |
| 3M | +10.9% | +4.7% | +6.2% | +8.9% |
| 6M | +13.2% | +12.6% | +0.6% | +7.6% |
| YTD | +31.9% | +11.8% | +20.1% | +25.7% |
| 1Y | +35.1% | +17.5% | +17.6% | +25.3% |
| All | +40.0% | +35.5% | +4.5% | +18.6% |
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