+79.4%
VOO vs SHOP
+143.8%
-64.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +1.0% |
| 7D | -0.9% | -2.5% | +1.6% | -0.6% |
| 30D | -2.3% | -16.7% | +14.4% | +0.1% |
| 3M | -1.2% | -2.2% | +1.0% | -1.3% |
| 6M | +3.3% | +45.6% | -42.2% | -3.5% |
| YTD | +12.3% | -7.3% | +19.6% | +11.6% |
| 1Y | +12.5% | -6.1% | +18.6% | +11.3% |
| All | +79.4% | +143.8% | -64.4% | +48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling