-11.0%
SHOP vs VGT
+34.0%
-45.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.7% |
| 7D | -13.2% | -1.0% | -12.2% | -12.4% |
| 30D | -17.0% | -0.4% | -16.6% | -16.7% |
| 3M | +17.0% | +6.6% | +10.4% | +8.2% |
| 6M | -2.1% | +31.0% | -33.2% | -33.7% |
| YTD | -21.4% | +27.2% | -48.6% | -43.8% |
| 1Y | -11.0% | +34.5% | -45.4% | -41.6% |
| All | -11.0% | +34.0% | -45.0% | -41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling