-45.8%
SHIM vs VOO
+77.1%
-122.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.5% | -6.5% | -6.6% |
| 7D | -2.3% | -0.4% | -1.9% | -1.9% |
| 30D | -17.4% | -1.4% | -16.0% | -16.3% |
| 3M | -0.9% | +3.7% | -4.6% | -3.7% |
| 6M | +3.3% | +13.0% | -9.8% | -6.7% |
| YTD | +18.8% | +12.4% | +6.4% | +8.1% |
| 1Y | +9.5% | +18.6% | -9.1% | -3.9% |
| All | -45.8% | +77.1% | -122.9% | -54.7% |
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