+333.1%
VOO vs SHOP
+8,534.1%
-8,201.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.3% | -0.1% |
| 7D | +3.3% | +2.1% | +1.2% | +2.9% |
| 30D | -2.7% | -16.8% | +14.2% | -0.2% |
| 3M | -1.7% | -2.4% | +0.7% | -1.8% |
| 6M | +3.1% | +47.0% | -43.9% | -3.6% |
| YTD | +11.9% | -8.8% | +20.8% | +11.0% |
| 1Y | +12.1% | -6.3% | +18.3% | +10.5% |
| 3Y | +78.6% | +139.3% | -60.7% | +48.2% |
| 5Y | +73.8% | -12.1% | +85.9% | +53.0% |
| 10Y | +312.3% | +3,601.0% | -3,288.7% | +135.1% |
| All | +333.1% | +8,534.1% | -8,201.0% | +140.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling