-16.7%
SHAZ vs VOO
+12.0%
-28.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +1.3% | +12.0% | +8.1% |
| 7D | +8.2% | -0.9% | +9.1% | +15.2% |
| 30D | -26.0% | -2.3% | -23.6% | -14.5% |
| 3M | -53.3% | -1.2% | -52.1% | -47.7% |
| 6M | -50.9% | +3.3% | -54.2% | -50.5% |
| All | -16.7% | +12.0% | -28.6% | -32.1% |
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