+3,781.0%
SHOP vs VO
+197.6%
+3,583.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.2% | +3.1% | -4.3% | -6.1% |
| 30D | -14.7% | +2.2% | -16.9% | -17.6% |
| 3M | -7.2% | -2.5% | -4.7% | -2.8% |
| 6M | +54.2% | +7.0% | +47.2% | +38.7% |
| YTD | -8.6% | +14.0% | -22.6% | -25.9% |
| 1Y | +0.5% | +15.6% | -15.1% | -20.4% |
| 3Y | +135.9% | +66.2% | +69.8% | +10.3% |
| 5Y | -11.9% | +36.6% | -48.5% | -38.3% |
| All | +3,781.0% | +197.6% | +3,583.4% | +884.3% |
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