-0.5%
SHOP vs VOO
+72.8%
-73.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.2% | -2.8% |
| 7D | +2.8% | -0.6% | +3.4% | +4.2% |
| 30D | -14.2% | -3.6% | -10.5% | -6.3% |
| 3M | -5.5% | -2.7% | -2.8% | +1.4% |
| 6M | +32.8% | +2.2% | +30.5% | +25.7% |
| YTD | -8.9% | +10.9% | -19.8% | -28.8% |
| 1Y | -7.7% | +11.3% | -19.1% | -28.3% |
| 3Y | +139.0% | +76.9% | +62.1% | -36.1% |
| 5Y | -0.5% | +73.5% | -74.0% | -67.5% |
| All | -0.5% | +72.8% | -73.3% | -67.5% |
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