-4.9%
SHOP vs VCLT
-3.2%
-1.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +5.6% |
| 7D | -9.0% | +0.4% | -9.4% | -9.6% |
| 30D | -4.4% | +3.9% | -8.4% | -10.5% |
| 3M | +24.1% | -1.9% | +26.1% | +29.1% |
| 6M | +20.0% | -2.6% | +22.6% | +25.6% |
| YTD | -4.9% | -3.1% | -1.8% | -0.2% |
| 1Y | -4.9% | -3.6% | -1.4% | +1.3% |
| All | -4.9% | -3.2% | -1.7% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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