+2.3%
SHLD vs VOO
+20.9%
-18.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -4.8% | +0.1% | -5.0% | -4.9% |
| 30D | -6.5% | +0.1% | -6.6% | -6.5% |
| 3M | -1.8% | +2.0% | -3.8% | -3.5% |
| 6M | -18.3% | +13.0% | -31.3% | -27.7% |
| YTD | -2.5% | +13.6% | -16.1% | -14.2% |
| 1Y | +2.3% | +20.1% | -17.8% | -14.9% |
| All | +2.3% | +20.9% | -18.6% | -14.9% |
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 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