-4.6%
SHOP vs VG
+48.6%
-53.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | -5.4% | -22.0% | +16.6% | -7.9% |
| 30D | -10.3% | -11.6% | +1.3% | -11.3% |
| 3M | +1.0% | -14.9% | +15.9% | -0.3% |
| 6M | +41.2% | -3.5% | +44.8% | +40.8% |
| YTD | -7.5% | +70.0% | -77.5% | -10.6% |
| 1Y | -4.6% | +50.0% | -54.6% | -6.7% |
| All | -4.6% | +48.6% | -53.2% | -6.7% |
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