-73.6%
SHLS vs VOO
+116.7%
-190.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +2.3% | -15.8% | -17.4% |
| 7D | +14.7% | +0.1% | +14.7% | +13.7% |
| 30D | -0.2% | -3.3% | +3.1% | +5.2% |
| 3M | -2.4% | -2.4% | 0.0% | +1.8% |
| 6M | -1.4% | +2.6% | -4.0% | -3.1% |
| YTD | +2.6% | +11.3% | -8.7% | -10.7% |
| 1Y | -4.0% | +13.4% | -17.4% | -18.2% |
| 3Y | -32.7% | +80.3% | -113.0% | -73.7% |
| 5Y | -73.4% | +72.7% | -146.1% | -87.6% |
| All | -73.6% | +116.7% | -190.3% | -92.7% |
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 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