-10.4%
SHW vs VOO
+17.3%
-27.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | -4.5% | -2.0% | -2.5% | -2.8% |
| 30D | -12.7% | -1.7% | -11.0% | -11.4% |
| 3M | +4.7% | +4.7% | 0.0% | +1.1% |
| 6M | -3.4% | +12.6% | -16.0% | -12.6% |
| YTD | -1.3% | +11.8% | -13.1% | -10.5% |
| 1Y | -10.4% | +17.5% | -27.9% | -22.1% |
| All | -10.4% | +17.3% | -27.7% | -22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling