+331.2%
SHOC vs VOO
+116.1%
+215.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.3% | +3.7% |
| 7D | +2.8% | +0.1% | +2.7% | +2.6% |
| 30D | -0.7% | +0.1% | -0.8% | -0.8% |
| 3M | -9.2% | +2.0% | -11.2% | -11.5% |
| 6M | +41.0% | +13.0% | +27.9% | +14.5% |
| YTD | +53.9% | +13.6% | +40.3% | +24.3% |
| 1Y | +88.8% | +20.1% | +68.7% | +39.0% |
| 3Y | +204.5% | +77.6% | +126.9% | +19.9% |
| All | +331.2% | +116.1% | +215.1% | +24.3% |
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 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