+314.1%
VOO vs SHOP
+3,058.7%
-2,744.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.0% | -13.2% | +11.2% | +0.2% |
| 30D | -1.7% | -17.0% | +15.4% | +1.2% |
| 3M | +4.7% | +17.0% | -12.3% | +1.3% |
| 6M | +12.6% | -2.1% | +14.7% | +11.2% |
| YTD | +11.8% | -21.4% | +33.1% | +13.7% |
| 1Y | +17.5% | -11.0% | +28.5% | +16.6% |
| 3Y | +77.0% | +100.9% | -23.9% | +46.9% |
| 5Y | +82.6% | -14.7% | +97.3% | +60.5% |
| All | +314.1% | +3,058.7% | -2,744.6% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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