+375.2%
SHOO vs VOO
+817.1%
-441.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.6% | +3.7% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -11.0% | +0.1% | -11.0% | -11.0% |
| 3M | -1.2% | +2.0% | -3.3% | -3.4% |
| 6M | +22.3% | +13.0% | +9.2% | +6.7% |
| YTD | +6.0% | +13.6% | -7.5% | -7.7% |
| 1Y | +48.3% | +20.1% | +28.2% | +21.2% |
| 3Y | +33.4% | +77.6% | -44.2% | -29.1% |
| 5Y | +23.2% | +82.4% | -59.3% | -36.0% |
| 10Y | +120.3% | +316.8% | -196.6% | -53.7% |
| All | +375.2% | +817.1% | -441.9% | -66.9% |
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 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