+152.4%
SHLD vs VOO
+75.6%
+76.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -3.1% | -2.0% | -1.1% | -1.8% |
| 30D | -11.0% | -1.7% | -9.4% | -10.0% |
| 3M | -0.6% | +4.7% | -5.4% | -3.7% |
| 6M | -19.4% | +12.6% | -31.9% | -25.6% |
| YTD | -4.3% | +11.8% | -16.1% | -11.3% |
| 1Y | -2.5% | +17.5% | -20.0% | -12.3% |
| All | +152.4% | +75.6% | +76.8% | +76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling