+23.0%
SHOO vs VOO
+82.3%
-59.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | +4.2% | +0.5% | +3.6% | +3.4% |
| 30D | -11.2% | -0.9% | -10.2% | -10.1% |
| 3M | -4.7% | +3.9% | -8.6% | -9.1% |
| 6M | +28.8% | +14.5% | +14.2% | +9.4% |
| YTD | +4.8% | +13.0% | -8.2% | -9.2% |
| 1Y | +44.7% | +19.4% | +25.3% | +17.3% |
| 3Y | +36.8% | +78.9% | -42.0% | -29.9% |
| 5Y | +23.0% | +82.3% | -59.3% | -37.9% |
| All | +23.0% | +82.3% | -59.3% | -37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling