+165.1%
SHG vs VOO
+817.1%
-652.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.2% |
| 7D | +4.0% | +0.1% | +3.8% | +3.9% |
| 30D | +13.7% | +0.1% | +13.6% | +13.7% |
| 3M | +24.5% | +2.0% | +22.5% | +22.3% |
| 6M | +28.4% | +13.0% | +15.4% | +14.6% |
| YTD | +53.4% | +13.6% | +39.8% | +36.2% |
| 1Y | +75.4% | +20.1% | +55.4% | +47.7% |
| 3Y | +236.5% | +77.6% | +159.0% | +94.4% |
| 5Y | +195.8% | +82.4% | +113.3% | +63.9% |
| 10Y | +166.9% | +316.8% | -150.0% | -39.1% |
| All | +165.1% | +817.1% | -652.0% | -77.9% |
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