+112.8%
SHOP vs VOO
+79.1%
+33.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.6% | -7.0% | -6.4% |
| 7D | -4.1% | +0.5% | -4.6% | -5.1% |
| 30D | -11.5% | -0.9% | -10.6% | -9.4% |
| 3M | +21.1% | +3.9% | +17.2% | +10.9% |
| 6M | +3.0% | +14.5% | -11.5% | -24.6% |
| YTD | -16.7% | +13.0% | -29.6% | -36.6% |
| 1Y | -8.3% | +19.4% | -27.7% | -37.8% |
| 3Y | +112.8% | +78.9% | +34.0% | -47.9% |
| All | +112.8% | +79.1% | +33.7% | -47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling