+366.9%
SHOO vs VOO
+806.9%
-440.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -1.1% |
| 7D | -9.1% | -0.9% | -8.2% | -7.3% |
| 30D | -4.5% | -2.3% | -2.1% | -0.9% |
| 3M | -11.1% | -1.2% | -10.0% | -9.0% |
| 6M | +10.9% | +3.3% | +7.5% | +8.0% |
| YTD | +4.2% | +12.3% | -8.1% | -7.2% |
| 1Y | +12.2% | +12.5% | -0.3% | -0.3% |
| 3Y | +37.2% | +79.2% | -42.0% | -27.1% |
| 5Y | -2.9% | +75.7% | -78.5% | -46.8% |
| 10Y | +91.1% | +313.7% | -222.6% | -59.1% |
| All | +366.9% | +806.9% | -440.0% | -66.7% |
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