+8,552.4%
SHOP vs VGT
+796.8%
+7,755.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +2.6% |
| 7D | -1.2% | +2.5% | -3.7% | -4.6% |
| 30D | -14.7% | -9.5% | -5.2% | -2.8% |
| 3M | -7.2% | -9.5% | +2.3% | +5.5% |
| 6M | +54.2% | -1.8% | +56.0% | +50.8% |
| YTD | -8.6% | +18.4% | -27.0% | -32.2% |
| 1Y | +0.5% | +18.7% | -18.2% | -25.9% |
| 3Y | +135.9% | +103.8% | +32.1% | -18.7% |
| 5Y | -11.9% | +104.4% | -116.3% | -66.0% |
| 10Y | +3,608.8% | +716.9% | +2,891.9% | +156.2% |
| All | +8,552.4% | +796.8% | +7,755.5% | +448.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling