+2,993.7%
SHOP vs VEA
+165.0%
+2,828.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +0.1% |
| 7D | -11.2% | -1.5% | -9.8% | -9.2% |
| 30D | -14.4% | -0.8% | -13.5% | -13.1% |
| 3M | +16.6% | +2.5% | +14.1% | +11.4% |
| 6M | -0.6% | +11.1% | -11.7% | -17.6% |
| YTD | -20.0% | +17.2% | -37.2% | -39.4% |
| 1Y | -11.2% | +24.5% | -35.7% | -38.4% |
| 3Y | +99.5% | +75.4% | +24.1% | -17.0% |
| 5Y | -13.2% | +61.1% | -74.3% | -56.3% |
| All | +2,993.7% | +165.0% | +2,828.6% | +753.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 10y: compounded portfolio wealth divided by compounded VEA 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…
10y analysis · Full analysis span regression · 6 months rolling