-41.1%
SHIM vs VOO
+78.9%
-120.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.8% |
| 7D | -5.5% | +0.1% | -5.6% | -5.5% |
| 30D | -9.8% | +0.1% | -9.9% | -9.8% |
| 3M | -2.6% | +2.0% | -4.6% | -4.2% |
| 6M | -4.1% | +13.0% | -17.1% | -13.5% |
| YTD | +29.1% | +13.6% | +15.5% | +16.4% |
| 1Y | +30.4% | +20.1% | +10.4% | +13.3% |
| All | -41.1% | +78.9% | -120.0% | -51.2% |
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