+21.9%
SHO vs VOO
+325.3%
-303.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.8% |
| 7D | -0.7% | -0.8% | 0.0% | +0.1% |
| 30D | +1.7% | -1.1% | +2.7% | +2.8% |
| 3M | -5.4% | +3.9% | -9.3% | -9.7% |
| 6M | +20.8% | +13.6% | +7.2% | +4.4% |
| YTD | +25.0% | +12.7% | +12.3% | +8.9% |
| 1Y | +21.0% | +17.6% | +3.4% | +0.4% |
| 3Y | +31.8% | +77.3% | -45.6% | -30.8% |
| 5Y | +5.4% | +84.1% | -78.7% | -46.6% |
| All | +21.9% | +325.3% | -303.4% | -73.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling