-14.3%
SHOP vs VNQ
+6.3%
-20.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +1.0% |
| 7D | -13.2% | -2.6% | -10.6% | -10.0% |
| 30D | -17.0% | -2.3% | -14.7% | -14.3% |
| 3M | +17.0% | -2.8% | +19.8% | +21.5% |
| 6M | -2.1% | +2.5% | -4.6% | -6.3% |
| YTD | -21.4% | +8.4% | -29.8% | -30.5% |
| 1Y | -11.0% | +6.8% | -17.7% | -19.8% |
| 3Y | +100.9% | +29.9% | +71.0% | +32.5% |
| All | -14.3% | +6.3% | -20.5% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling