+163.2%
SHEN vs VOO
+817.1%
-653.8%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -3.2% | +0.1% | -3.2% | -3.2% |
| 3M | -20.9% | +2.0% | -22.9% | -22.8% |
| 6M | -19.4% | +13.0% | -32.4% | -29.8% |
| YTD | +8.9% | +13.6% | -4.7% | -5.7% |
| 1Y | -3.1% | +20.1% | -23.2% | -21.1% |
| 3Y | -43.0% | +77.6% | -120.6% | -70.7% |
| 5Y | -57.5% | +82.4% | -139.9% | -79.2% |
| 10Y | -17.1% | +316.8% | -334.0% | -87.5% |
| All | +163.2% | +817.1% | -653.8% | -91.4% |
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