-29.3%
SHMD vs VOO
+56.4%
-85.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.8% | +2.9% |
| 7D | +4.9% | -0.4% | +5.3% | +5.2% |
| 30D | -30.0% | -1.4% | -28.6% | -28.9% |
| 3M | -30.8% | +3.7% | -34.6% | -33.4% |
| 6M | -46.2% | +13.0% | -59.3% | -51.6% |
| YTD | -44.6% | +12.4% | -57.1% | -49.6% |
| 1Y | +54.5% | +18.6% | +35.9% | +38.6% |
| All | -29.3% | +56.4% | -85.7% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling