-4.9%
SHOP vs VG
+47.2%
-52.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -7.7% | +15.0% | +6.4% |
| 7D | -9.0% | -16.4% | +7.3% | -10.7% |
| 30D | -4.4% | -10.8% | +6.4% | -5.3% |
| 3M | +24.1% | -6.3% | +30.4% | +23.8% |
| 6M | +20.0% | -12.5% | +32.5% | +19.7% |
| YTD | -4.9% | +76.9% | -81.8% | -7.5% |
| 1Y | -4.9% | +51.8% | -56.7% | -6.4% |
| All | -4.9% | +47.2% | -52.1% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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