+278.9%
SHNY vs VOO
+100.6%
+178.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.6% |
| 7D | -6.4% | -0.8% | -5.7% | -6.0% |
| 30D | -7.8% | -1.1% | -6.8% | -7.1% |
| 3M | -0.2% | +3.9% | -4.1% | -2.0% |
| 6M | -52.6% | +13.6% | -66.2% | -54.8% |
| YTD | -28.8% | +12.7% | -41.5% | -31.9% |
| 1Y | +5.4% | +17.6% | -12.2% | 0.0% |
| 3Y | +279.8% | +77.3% | +202.5% | +251.0% |
| All | +278.9% | +100.6% | +178.3% | +305.7% |
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