+273.5%
SHW vs VOO
+321.7%
-48.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | -4.5% | -2.0% | -2.5% | -2.7% |
| 30D | -12.7% | -1.7% | -11.0% | -11.3% |
| 3M | +4.7% | +4.7% | 0.0% | +0.5% |
| 6M | -3.4% | +12.6% | -16.0% | -13.1% |
| YTD | -1.3% | +11.8% | -13.1% | -10.7% |
| 1Y | -10.4% | +17.5% | -27.9% | -22.6% |
| 3Y | +20.1% | +77.0% | -56.9% | -29.1% |
| 5Y | +10.5% | +82.6% | -72.1% | -37.1% |
| All | +273.5% | +321.7% | -48.2% | -11.0% |
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