+8,434.7%
SHOP vs VOO
+338.9%
+8,095.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | +0.1% |
| 7D | -5.1% | +0.1% | -5.2% | -5.2% |
| 30D | +0.6% | +0.1% | +0.5% | +0.7% |
| 3M | +25.0% | +2.0% | +23.0% | +20.6% |
| 6M | +11.9% | +13.0% | -1.1% | -9.4% |
| YTD | -9.9% | +13.6% | -23.4% | -27.2% |
| 1Y | 0.0% | +20.1% | -20.1% | -25.8% |
| 3Y | +117.5% | +77.6% | +39.9% | -8.5% |
| 5Y | -6.6% | +82.4% | -89.1% | -57.8% |
| 10Y | +3,320.3% | +316.8% | +3,003.5% | +432.2% |
| All | +8,434.7% | +338.9% | +8,095.8% | +1,165.3% |
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