+116.8%
SHIP vs VOO
+82.3%
+34.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.9% | -3.0% |
| 7D | +1.4% | +0.5% | +0.9% | +1.0% |
| 30D | +8.4% | -0.9% | +9.3% | +9.2% |
| 3M | +20.3% | +3.9% | +16.4% | +16.4% |
| 6M | +41.8% | +14.5% | +27.3% | +26.5% |
| YTD | +104.1% | +13.0% | +91.1% | +84.1% |
| 1Y | +135.4% | +19.4% | +116.0% | +102.9% |
| 3Y | +316.1% | +78.9% | +237.2% | +159.7% |
| 5Y | +116.8% | +82.3% | +34.5% | +37.7% |
| All | +116.8% | +82.3% | +34.5% | +37.7% |
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 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