+78.5%
SHAZ vs VOO
+11.4%
+67.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +1.6% |
| 7D | +2.9% | -2.0% | +4.9% | +9.7% |
| 30D | 0.0% | -1.7% | +1.6% | +6.1% |
| 3M | -10.0% | +4.7% | -14.8% | -19.3% |
| 6M | +177.6% | +12.6% | +165.0% | +113.6% |
| All | +78.5% | +11.4% | +67.0% | +37.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling