+78.1%
SHIP vs VOO
+12.0%
+66.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.5% |
| 7D | -0.8% | -0.6% | -0.2% | -0.3% |
| 30D | -14.4% | -3.6% | -10.8% | -11.4% |
| 3M | -7.1% | -2.7% | -4.3% | -4.6% |
| 6M | -8.7% | +2.2% | -11.0% | -11.1% |
| YTD | +66.9% | +10.9% | +56.0% | +45.6% |
| 1Y | +78.1% | +11.3% | +66.8% | +55.7% |
| All | +78.1% | +12.0% | +66.1% | +55.7% |
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 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