+4.4%
SHIM vs VOO
+14.7%
-10.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.6% | -8.3% | -9.5% |
| 7D | -9.5% | -0.7% | -8.7% | -8.3% |
| 30D | -23.2% | -1.1% | -22.1% | -21.7% |
| 3M | -43.9% | -0.3% | -43.6% | -43.6% |
| 6M | -54.4% | +7.4% | -61.7% | -60.9% |
| YTD | -18.2% | +13.4% | -31.5% | -38.1% |
| 1Y | +4.4% | +14.8% | -10.4% | -22.5% |
| All | +4.4% | +14.7% | -10.3% | -22.5% |
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