+17.7%
SHY vs VOO
+325.3%
-307.6%
-5.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -0.4% | -0.8% | +0.4% | -0.4% |
| 30D | -0.4% | -1.1% | +0.7% | -0.4% |
| 3M | 0.0% | +3.9% | -3.9% | 0.0% |
| 6M | +0.2% | +13.6% | -13.4% | +0.3% |
| YTD | +0.6% | +12.7% | -12.1% | +0.7% |
| 1Y | +1.7% | +17.6% | -15.9% | +1.8% |
| 3Y | +12.5% | +77.3% | -64.8% | +12.9% |
| 5Y | +9.1% | +84.1% | -75.0% | +9.4% |
| All | +17.7% | +325.3% | -307.6% | +20.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling