+3,781.0%
SHOP vs VGT
+716.3%
+3,064.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +2.6% |
| 7D | -1.2% | +2.5% | -3.7% | -4.7% |
| 30D | -14.7% | -9.5% | -5.2% | -2.6% |
| 3M | -7.2% | -9.5% | +2.3% | +5.7% |
| 6M | +54.2% | -1.8% | +56.0% | +50.7% |
| YTD | -8.6% | +18.4% | -27.0% | -32.7% |
| 1Y | +0.5% | +18.7% | -18.2% | -26.3% |
| 3Y | +135.9% | +103.8% | +32.1% | -20.7% |
| 5Y | -11.9% | +104.4% | -116.3% | -66.9% |
| All | +3,781.0% | +716.3% | +3,064.7% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 10y: compounded portfolio wealth divided by compounded VGT 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…
10y analysis · Full analysis span regression · 6 months rolling