-74.9%
SHLS vs VOO
+117.2%
-192.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.3% |
| 7D | -17.8% | +2.6% | -20.3% | -21.6% |
| 30D | +5.7% | -2.0% | +7.7% | +9.0% |
| 3M | +1.8% | -2.8% | +4.6% | +7.1% |
| 6M | -9.0% | +2.2% | -11.2% | -9.9% |
| YTD | -2.5% | +11.5% | -14.0% | -15.3% |
| 1Y | +2.6% | +13.5% | -10.9% | -12.7% |
| 3Y | -38.7% | +78.1% | -116.8% | -75.5% |
| 5Y | -76.5% | +73.1% | -149.6% | -89.1% |
| All | -74.9% | +117.2% | -192.1% | -93.1% |
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