+259.7%
SHOC vs VOO
+112.2%
+147.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.4% |
| 7D | +5.5% | +2.6% | +2.9% | +0.6% |
| 30D | -14.8% | -2.0% | -12.8% | -10.6% |
| 3M | -20.0% | -2.8% | -17.2% | -14.6% |
| 6M | -18.2% | +2.2% | -20.3% | -19.4% |
| YTD | +28.4% | +11.5% | +16.9% | +8.6% |
| 1Y | +34.0% | +13.5% | +20.5% | +10.2% |
| 3Y | +167.8% | +78.1% | +89.7% | +6.4% |
| All | +259.7% | +112.2% | +147.6% | +8.6% |
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