+7,788.2%
SHOP vs VIAV
+434.7%
+7,353.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +11.2% | -18.7% | -11.7% |
| 7D | -4.1% | +11.3% | -15.4% | -8.5% |
| 30D | -11.5% | -1.0% | -10.5% | -13.0% |
| 3M | +21.1% | -20.5% | +41.6% | +25.2% |
| 6M | +3.0% | +39.0% | -36.0% | -23.4% |
| YTD | -16.7% | +117.5% | -134.1% | -53.1% |
| 1Y | -8.3% | +233.8% | -242.1% | -60.3% |
| 3Y | +112.8% | +295.4% | -182.6% | -21.2% |
| 5Y | -9.3% | +134.3% | -143.5% | -53.4% |
| 10Y | +3,003.4% | +398.7% | +2,604.7% | +992.2% |
| All | +7,788.2% | +434.7% | +7,353.5% | +2,911.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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