+189.9%
SHOE vs VOO
+810.0%
-620.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +2.5% |
| 7D | -9.7% | -0.8% | -8.9% | -8.7% |
| 30D | -17.8% | -1.1% | -16.8% | -16.7% |
| 3M | -26.2% | +3.9% | -30.1% | -29.8% |
| 6M | -28.8% | +13.6% | -42.5% | -39.2% |
| YTD | -22.4% | +12.7% | -35.1% | -33.2% |
| 1Y | -44.5% | +17.6% | -62.1% | -54.6% |
| 3Y | -34.5% | +77.3% | -111.8% | -67.2% |
| 5Y | -59.3% | +84.1% | -143.5% | -80.3% |
| 10Y | +10.8% | +323.5% | -312.8% | -77.5% |
| All | +189.9% | +810.0% | -620.1% | -74.4% |
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