+1,626.0%
SHW vs VOO
+800.4%
+825.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.9% |
| 3M | -2.8% | -2.8% | 0.0% | -0.4% |
| 6M | +15.0% | +2.2% | +12.9% | +12.7% |
| YTD | +9.0% | +11.5% | -2.5% | -1.1% |
| 1Y | +4.5% | +13.5% | -9.0% | -6.7% |
| 3Y | +41.9% | +78.1% | -36.2% | -15.9% |
| 5Y | +10.7% | +73.1% | -62.4% | -33.0% |
| 10Y | +340.4% | +310.7% | +29.6% | +22.4% |
| All | +1,626.0% | +800.4% | +825.5% | +156.9% |
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