+7,358.2%
SHOP vs VNQ
+84.6%
+7,273.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.0% | -4.4% | -4.5% |
| 7D | -10.6% | -0.9% | -9.8% | -9.8% |
| 30D | -18.3% | -2.2% | -16.1% | -16.5% |
| 3M | +14.8% | -1.9% | +16.8% | +17.0% |
| 6M | -5.0% | +3.2% | -8.3% | -8.1% |
| YTD | -21.2% | +9.4% | -30.6% | -27.7% |
| 1Y | -11.6% | +7.5% | -19.1% | -17.7% |
| 3Y | +101.2% | +31.1% | +70.2% | +57.9% |
| 5Y | -15.7% | +6.6% | -22.3% | -18.7% |
| 10Y | +2,989.4% | +63.9% | +2,925.5% | +2,144.1% |
| All | +7,358.2% | +84.6% | +7,273.7% | +4,470.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling