+96.4%
SHOP vs VEU
+74.2%
+22.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.8% | -4.7% | -4.3% |
| 7D | -10.6% | +0.3% | -10.9% | -10.9% |
| 30D | -18.3% | +0.7% | -19.0% | -18.9% |
| 3M | +14.8% | +4.7% | +10.1% | +6.1% |
| 6M | -5.0% | +11.6% | -16.7% | -22.6% |
| YTD | -21.2% | +16.8% | -38.0% | -41.6% |
| 1Y | -11.6% | +24.9% | -36.5% | -41.7% |
| All | +96.4% | +74.2% | +22.2% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling