+8,524.1%
SHOP vs VO
+197.6%
+8,326.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.5% | -3.5% |
| 7D | +2.8% | -0.2% | +3.0% | +3.2% |
| 30D | -14.2% | +0.5% | -14.7% | -14.7% |
| 3M | -5.5% | -1.1% | -4.4% | -3.4% |
| 6M | +32.8% | +6.4% | +26.4% | +20.7% |
| YTD | -8.9% | +13.5% | -22.5% | -25.4% |
| 1Y | -7.7% | +13.6% | -21.3% | -24.2% |
| 3Y | +139.0% | +65.2% | +73.8% | +14.8% |
| 5Y | -0.5% | +37.7% | -38.3% | -29.6% |
| 10Y | +3,557.0% | +198.4% | +3,358.6% | +905.4% |
| All | +8,524.1% | +197.6% | +8,326.5% | +2,267.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling