+179.7%
SHOP vs VLTO
+56.4%
+123.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.3% |
| 7D | -1.2% | +1.0% | -2.2% | -2.0% |
| 30D | -14.7% | +17.5% | -32.2% | -26.1% |
| 3M | -7.2% | +21.4% | -28.6% | -21.8% |
| 6M | +54.2% | +38.1% | +16.1% | +15.9% |
| YTD | -8.6% | +19.0% | -27.6% | -21.4% |
| 1Y | +0.5% | +20.7% | -20.1% | -15.0% |
| 3Y | +135.9% | +64.3% | +71.7% | +54.9% |
| All | +179.7% | +56.4% | +123.4% | +82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling