-41.7%
SHIM vs VOO
+77.9%
-119.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | +13.0% | +0.5% | +12.5% | +12.5% |
| 30D | -15.6% | -0.9% | -14.7% | -14.9% |
| 3M | +2.5% | +3.9% | -1.4% | -0.7% |
| 6M | +4.8% | +14.5% | -9.8% | -6.4% |
| YTD | +27.7% | +13.0% | +14.8% | +15.7% |
| 1Y | +20.3% | +19.4% | +0.9% | +5.0% |
| All | -41.7% | +77.9% | -119.6% | -51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling