+10.2%
SHLS vs VOO
+9.9%
+0.2%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +0.3% | +11.8% | +11.2% |
| 7D | +40.0% | -2.7% | +42.7% | +49.9% |
| 30D | +20.1% | -5.4% | +25.5% | +41.0% |
| 3M | +17.2% | -4.1% | +21.3% | +32.7% |
| 6M | +21.0% | +0.7% | +20.3% | +23.2% |
| YTD | +18.6% | +8.7% | +9.9% | +2.1% |
| 1Y | +10.2% | +11.0% | -0.8% | -10.6% |
| All | +10.2% | +9.9% | +0.2% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling