Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SHOP vs VSAT✓SelectedUSD · VSATSHOP vs VSAT performance historyLatest closeAs of-5.45%09/09
Stock and ETF performance explorer

SHOP vs VSAT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+2,989.4%
VSAT return
-3.0%
Excess return
+2,992.5%
Maximum drawdown
-84.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioVSATExcessAlpha
1D-5.5%-6.9%+1.5%-4.0%
7D-10.6%+3.5%-14.1%-11.3%
30D-18.3%-14.7%-3.6%-15.8%
3M+14.8%+13.2%+1.7%+8.2%
6M-5.0%+57.4%-62.4%-18.6%
YTD-21.2%+110.0%-131.2%-37.8%
1Y-11.6%+134.4%-146.0%-32.8%
3Y+101.2%+203.5%-102.3%+25.9%
5Y-15.7%+47.1%-62.8%-41.2%
10Y+2,989.4%+0.4%+2,989.1%+2,233.2%
All+2,989.4%-3.0%+2,992.5%+2,233.2%

Cumulative growth

Daily Returns

Daily percentage return beside VSAT.

Daily Out/Under-Performance

Portfolio return minus VSAT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × VSAT 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 VSAT 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