+2,989.4%
SHOP vs VO
+193.0%
+2,796.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.8% | -4.6% | -4.1% |
| 7D | -10.6% | -0.6% | -10.0% | -9.6% |
| 30D | -18.3% | -1.9% | -16.4% | -15.4% |
| 3M | +14.8% | +3.3% | +11.6% | +9.2% |
| 6M | -5.0% | +9.7% | -14.7% | -18.3% |
| YTD | -21.2% | +12.6% | -33.8% | -35.0% |
| 1Y | -11.6% | +13.6% | -25.3% | -27.6% |
| 3Y | +101.2% | +56.8% | +44.4% | +4.4% |
| 5Y | -15.7% | +42.3% | -58.0% | -43.3% |
| 10Y | +2,989.4% | +199.2% | +2,790.3% | +771.4% |
| All | +2,989.4% | +193.0% | +2,796.4% | +771.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling