-56.4%
SHPU vs VOO
+22.9%
-79.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +0.3% |
| 7D | -22.2% | -0.8% | -21.5% | -19.4% |
| 30D | -28.9% | -1.1% | -27.8% | -24.8% |
| 3M | +21.6% | +3.9% | +17.7% | +4.6% |
| 6M | -23.1% | +13.6% | -36.7% | -56.7% |
| YTD | -55.4% | +12.7% | -68.1% | -72.6% |
| 1Y | -49.5% | +17.6% | -67.1% | -73.2% |
| All | -56.4% | +22.9% | -79.4% | -80.6% |
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 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