-69.5%
SHLS vs VOO
+111.7%
-181.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +0.3% | +11.8% | +11.6% |
| 7D | +40.0% | -2.7% | +42.7% | +46.4% |
| 30D | +20.1% | -5.4% | +25.5% | +32.2% |
| 3M | +17.2% | -4.1% | +21.3% | +26.7% |
| 6M | +21.0% | +0.7% | +20.3% | +23.6% |
| YTD | +18.6% | +8.7% | +9.9% | +8.0% |
| 1Y | +10.2% | +11.0% | -0.8% | -2.0% |
| 3Y | -35.6% | +75.5% | -111.0% | -73.5% |
| 5Y | -68.8% | +68.4% | -137.2% | -84.7% |
| All | -69.5% | +111.7% | -181.2% | -91.2% |
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 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