+0.5%
SHOP vs VOO
+12.1%
-11.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.9% |
| 7D | -1.2% | +2.6% | -3.8% | -5.5% |
| 30D | -14.7% | -2.0% | -12.7% | -11.4% |
| 3M | -7.2% | -2.8% | -4.4% | -2.0% |
| 6M | +54.2% | +2.2% | +52.0% | +50.6% |
| YTD | -8.6% | +11.5% | -20.1% | -24.1% |
| 1Y | +0.5% | +13.5% | -13.0% | -19.6% |
| All | +0.5% | +12.1% | -11.6% | -19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling