-5.6%
SHOP vs VCIT
+4.1%
-9.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.1% | -0.3% | -4.8% | -4.2% |
| 30D | +0.6% | -0.8% | +1.4% | +2.7% |
| 3M | +25.0% | -1.0% | +26.0% | +28.7% |
| 6M | +11.9% | -1.8% | +13.7% | +18.0% |
| YTD | -9.9% | -0.7% | -9.2% | -7.7% |
| 1Y | 0.0% | +1.0% | -1.0% | -1.7% |
| 3Y | +117.5% | +18.8% | +98.6% | +38.3% |
| All | -5.6% | +4.1% | -9.6% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling