-99.9%
SHFS vs VOO
+87.8%
-187.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -15.0% | +0.1% | -15.0% | -15.0% |
| 3M | -63.0% | +2.0% | -65.0% | -63.5% |
| 6M | -81.3% | +13.0% | -94.3% | -82.6% |
| YTD | -85.0% | +13.6% | -98.6% | -86.1% |
| 1Y | -95.8% | +20.1% | -115.9% | -96.2% |
| 3Y | -98.2% | +77.6% | -175.7% | -98.7% |
| 5Y | -99.9% | +82.4% | -182.4% | -99.9% |
| All | -99.9% | +87.8% | -187.7% | -99.9% |
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 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