+96.1%
SHOP vs VNQ
+29.8%
+66.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.8% |
| 7D | -13.2% | -2.6% | -10.6% | -10.7% |
| 30D | -17.0% | -2.3% | -14.7% | -14.8% |
| 3M | +17.0% | -2.8% | +19.8% | +20.6% |
| 6M | -2.1% | +2.5% | -4.6% | -5.4% |
| YTD | -21.4% | +8.4% | -29.8% | -28.7% |
| 1Y | -11.0% | +6.8% | -17.7% | -18.0% |
| All | +96.1% | +29.8% | +66.3% | +35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling