-34.0%
SHEN vs VOO
+309.6%
-343.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | +5.4% | +2.6% | +2.8% | +3.2% |
| 30D | -1.2% | -2.0% | +0.8% | +0.4% |
| 3M | -23.4% | -2.8% | -20.6% | -21.6% |
| 6M | -35.1% | +2.2% | -37.2% | -36.4% |
| YTD | -11.0% | +11.5% | -22.5% | -19.3% |
| 1Y | -1.3% | +13.5% | -14.8% | -11.9% |
| 3Y | -54.8% | +78.1% | -132.9% | -73.1% |
| 5Y | -62.5% | +73.1% | -135.6% | -77.3% |
| All | -34.0% | +309.6% | -343.6% | -85.9% |
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 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