-4.9%
SHOP vs VSH
+62.1%
-67.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -5.1% | +12.4% | +7.1% |
| 7D | -9.0% | -13.6% | +4.6% | -9.4% |
| 30D | -4.4% | -30.4% | +25.9% | -5.8% |
| 3M | +24.1% | -33.3% | +57.4% | +22.1% |
| 6M | +20.0% | -15.1% | +35.0% | +12.6% |
| YTD | -4.9% | +80.2% | -85.2% | -28.6% |
| 1Y | -4.9% | +63.4% | -68.3% | -24.9% |
| All | -4.9% | +62.1% | -67.0% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling