-4.9%
SHOO vs VOO
+72.0%
-76.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.3% | +6.1% | +5.4% |
| 7D | -1.6% | +0.1% | -1.7% | -0.6% |
| 30D | -3.3% | -3.3% | 0.0% | +2.0% |
| 3M | -11.4% | -2.4% | -9.0% | -7.6% |
| 6M | +6.5% | +2.6% | +3.9% | +4.5% |
| YTD | +4.5% | +11.3% | -6.7% | -6.7% |
| 1Y | +14.5% | +13.4% | +1.0% | -0.2% |
| 3Y | +37.0% | +80.3% | -43.3% | -29.9% |
| 5Y | -4.9% | +72.7% | -77.6% | -49.2% |
| All | -4.9% | +72.0% | -76.9% | -49.2% |
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 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