+14.8%
IVV vs SHOP
-6.2%
+21.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.3% | -5.7% | +1.0% |
| 7D | -0.7% | -9.0% | +8.3% | 0.0% |
| 30D | -1.0% | -4.4% | +3.4% | -0.7% |
| 3M | -0.3% | +24.1% | -24.4% | -2.3% |
| 6M | +7.4% | +20.0% | -12.6% | +5.2% |
| YTD | +13.4% | -4.9% | +18.3% | +14.1% |
| 1Y | +14.8% | -4.9% | +19.7% | +15.3% |
| All | +14.8% | -6.2% | +21.0% | +15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling