+8,434.7%
SHOP vs VEA
+145.1%
+8,289.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -1.2% |
| 7D | -5.1% | +1.0% | -6.1% | -6.3% |
| 30D | +0.6% | +1.9% | -1.4% | -2.2% |
| 3M | +25.0% | +3.2% | +21.8% | +18.3% |
| 6M | +11.9% | +10.2% | +1.7% | -5.4% |
| YTD | -9.9% | +18.9% | -28.8% | -32.3% |
| 1Y | 0.0% | +29.3% | -29.4% | -33.4% |
| 3Y | +117.5% | +76.8% | +40.7% | -6.3% |
| 5Y | -6.6% | +61.2% | -67.9% | -51.1% |
| 10Y | +3,320.3% | +163.3% | +3,157.0% | +926.8% |
| All | +8,434.7% | +145.1% | +8,289.6% | +2,551.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling