+1,542.4%
SHW vs VOO
+817.1%
+725.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -9.5% | +0.1% | -9.6% | -9.5% |
| 3M | +11.5% | +2.0% | +9.4% | +9.5% |
| 6M | -3.5% | +13.0% | -16.6% | -13.4% |
| YTD | +3.7% | +13.6% | -9.9% | -7.3% |
| 1Y | -7.9% | +20.1% | -28.0% | -21.8% |
| 3Y | +24.7% | +77.6% | -52.9% | -25.8% |
| 5Y | +13.6% | +82.4% | -68.9% | -34.4% |
| 10Y | +283.0% | +316.8% | -33.9% | +5.2% |
| All | +1,542.4% | +817.1% | +725.3% | +140.8% |
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