-6.3%
SHOP vs VCLT
-4.8%
-1.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | +0.6% |
| 7D | +2.1% | -1.9% | +4.0% | +5.6% |
| 30D | -16.8% | +1.4% | -18.3% | -18.9% |
| 3M | -2.4% | -1.8% | -0.7% | +1.3% |
| 6M | +47.0% | -3.9% | +50.9% | +58.6% |
| YTD | -8.8% | -3.9% | -4.9% | -3.0% |
| 1Y | -6.3% | -4.7% | -1.5% | +4.3% |
| All | -6.3% | -4.8% | -1.5% | +4.3% |
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