+271.3%
SHOC vs VOO
+113.0%
+158.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | 0.0% |
| 7D | +12.7% | +3.3% | +9.4% | +6.1% |
| 30D | -15.4% | -2.7% | -12.7% | -10.0% |
| 3M | -16.6% | -1.7% | -14.9% | -12.8% |
| 6M | -13.9% | +3.1% | -17.1% | -16.7% |
| YTD | +32.5% | +11.9% | +20.6% | +11.3% |
| 1Y | +33.6% | +12.1% | +21.6% | +12.4% |
| 3Y | +174.0% | +78.6% | +95.4% | +8.3% |
| All | +271.3% | +113.0% | +158.4% | +11.3% |
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