+89.6%
SHIP vs VOO
+72.0%
+17.7%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.9% | -0.4% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | -16.2% | -3.3% | -12.9% | -13.9% |
| 3M | -13.2% | -2.4% | -10.8% | -11.5% |
| 6M | -10.7% | +2.6% | -13.3% | -12.7% |
| YTD | +63.4% | +11.3% | +52.1% | +49.5% |
| 1Y | +77.6% | +13.4% | +64.1% | +59.8% |
| 3Y | +235.4% | +80.3% | +155.2% | +110.9% |
| 5Y | +89.6% | +72.7% | +16.9% | +31.6% |
| All | +89.6% | +72.0% | +17.7% | +31.6% |
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