+196.7%
SHG vs VOO
+81.6%
+115.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.8% |
| 7D | +0.4% | -0.4% | +0.7% | +0.7% |
| 30D | +10.4% | -1.4% | +11.8% | +11.7% |
| 3M | +23.8% | +3.7% | +20.1% | +20.4% |
| 6M | +32.7% | +13.0% | +19.7% | +20.3% |
| YTD | +52.4% | +12.4% | +39.9% | +38.7% |
| 1Y | +72.5% | +18.6% | +53.9% | +50.4% |
| 3Y | +237.1% | +78.1% | +159.0% | +113.6% |
| 5Y | +196.7% | +82.3% | +114.5% | +83.0% |
| All | +196.7% | +81.6% | +115.1% | +83.0% |
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