-99.7%
SHIP vs VOO
+315.3%
-415.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.6% |
| 7D | -1.7% | -0.4% | -1.3% | -1.3% |
| 30D | +13.7% | -1.4% | +15.1% | +15.3% |
| 3M | +20.4% | +3.7% | +16.7% | +16.0% |
| 6M | +39.3% | +13.0% | +26.2% | +23.4% |
| YTD | +104.3% | +12.4% | +91.9% | +82.1% |
| 1Y | +129.5% | +18.6% | +110.9% | +94.1% |
| 3Y | +316.5% | +78.1% | +238.5% | +134.7% |
| 5Y | +113.4% | +82.3% | +31.2% | +16.5% |
| 10Y | -99.7% | +322.5% | -422.2% | -99.9% |
| All | -99.7% | +315.3% | -415.0% | -99.9% |
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