+152.3%
SHLD vs VOO
+77.1%
+75.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.6% |
| 7D | -2.0% | -0.8% | -1.2% | -1.4% |
| 30D | -12.0% | -1.1% | -10.9% | -11.3% |
| 3M | -4.9% | +3.9% | -8.8% | -7.4% |
| 6M | -18.1% | +13.6% | -31.7% | -24.9% |
| YTD | -4.4% | +12.7% | -17.1% | -11.9% |
| 1Y | -4.8% | +17.6% | -22.4% | -14.5% |
| All | +152.3% | +77.1% | +75.2% | +75.6% |
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