-11.0%
SHOP vs VEA
+24.3%
-35.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +1.0% |
| 7D | -13.2% | -2.1% | -11.1% | -11.5% |
| 30D | -17.0% | -1.1% | -16.0% | -16.1% |
| 3M | +17.0% | +5.1% | +11.9% | +11.1% |
| 6M | -2.1% | +9.8% | -11.9% | -13.6% |
| YTD | -21.4% | +15.9% | -37.3% | -41.3% |
| 1Y | -11.0% | +24.6% | -35.5% | -45.2% |
| All | -11.0% | +24.3% | -35.2% | -45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling