+82.3%
VOO vs SHW
+14.0%
+68.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.1% |
| 7D | -0.4% | -3.2% | +2.8% | +0.7% |
| 30D | -1.4% | -11.4% | +10.0% | +2.6% |
| 3M | +3.7% | +3.5% | +0.2% | +2.0% |
| 6M | +13.0% | -3.4% | +16.4% | +13.5% |
| YTD | +12.4% | -0.3% | +12.8% | +11.3% |
| 1Y | +18.6% | -10.4% | +29.0% | +21.8% |
| 3Y | +78.1% | +21.3% | +56.7% | +61.6% |
| 5Y | +82.3% | +12.9% | +69.4% | +62.9% |
| All | +82.3% | +14.0% | +68.2% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 5y: compounded portfolio wealth divided by compounded SHW 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…
5y analysis · Full analysis span regression · 6 months rolling