+5.3%
SHO vs VOO
+80.3%
-75.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | -0.4% | -2.0% | +1.6% | +1.8% |
| 30D | +3.1% | -1.7% | +4.8% | +4.9% |
| 3M | -3.3% | +4.7% | -8.0% | -8.5% |
| 6M | +20.2% | +12.6% | +7.7% | +4.9% |
| YTD | +24.9% | +11.8% | +13.2% | +9.8% |
| 1Y | +22.3% | +17.5% | +4.8% | +1.4% |
| 3Y | +35.3% | +77.0% | -41.7% | -29.8% |
| 5Y | +5.3% | +82.6% | -77.2% | -46.2% |
| All | +5.3% | +80.3% | -75.0% | -46.2% |
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