-75.4%
SHLS vs VOO
+116.0%
-191.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.3% | -6.4% | -6.2% |
| 7D | -4.0% | -0.6% | -3.4% | -3.8% |
| 30D | -7.0% | -3.6% | -3.3% | -1.4% |
| 3M | -5.0% | -2.7% | -2.3% | -0.4% |
| 6M | -8.0% | +2.2% | -10.3% | -9.1% |
| YTD | -4.4% | +10.9% | -15.3% | -16.3% |
| 1Y | -13.4% | +11.3% | -24.7% | -24.1% |
| 3Y | -39.4% | +76.9% | -116.3% | -75.6% |
| 5Y | -73.5% | +73.5% | -147.0% | -87.7% |
| All | -75.4% | +116.0% | -191.3% | -93.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling