-11.2%
SHOP vs VNQ
+7.2%
-18.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.2% |
| 7D | -11.2% | -1.3% | -10.0% | -10.4% |
| 30D | -14.4% | -2.6% | -11.8% | -12.7% |
| 3M | +16.6% | -2.0% | +18.6% | +18.5% |
| 6M | -0.6% | +4.3% | -4.9% | -5.2% |
| YTD | -20.0% | +9.2% | -29.2% | -26.1% |
| 1Y | -11.2% | +5.6% | -16.8% | -18.5% |
| All | -11.2% | +7.2% | -18.4% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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