+8,534.1%
SHOP vs VOO
+332.5%
+8,201.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.3% | -1.1% |
| 7D | +2.1% | +3.3% | -1.2% | -3.3% |
| 30D | -16.8% | -2.7% | -14.2% | -12.6% |
| 3M | -2.4% | -1.7% | -0.7% | +1.3% |
| 6M | +47.0% | +3.1% | +43.9% | +40.1% |
| YTD | -8.8% | +11.9% | -20.8% | -24.1% |
| 1Y | -6.3% | +12.1% | -18.3% | -21.9% |
| 3Y | +139.3% | +78.6% | +60.7% | -0.6% |
| 5Y | -12.1% | +73.8% | -85.9% | -57.4% |
| 10Y | +3,601.0% | +312.3% | +3,288.7% | +490.1% |
| All | +8,534.1% | +332.5% | +8,201.6% | +1,219.2% |
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