+4.5%
SHW vs VOO
+12.1%
-7.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | +1.9% | +2.6% | -0.7% | -0.3% |
| 30D | +8.1% | -2.0% | +10.0% | +9.7% |
| 3M | -2.8% | -2.8% | 0.0% | -0.6% |
| 6M | +15.0% | +2.2% | +12.9% | +12.1% |
| YTD | +9.0% | +11.5% | -2.5% | -3.0% |
| 1Y | +4.5% | +13.5% | -9.0% | -8.3% |
| All | +4.5% | +12.1% | -7.6% | -8.3% |
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 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