-11.6%
SHOP vs VSH
+112.8%
-124.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.7% | -6.2% | -5.5% |
| 7D | -10.6% | +3.5% | -14.2% | -10.6% |
| 30D | -18.3% | -4.4% | -13.9% | -18.3% |
| 3M | +14.8% | -45.8% | +60.6% | +19.5% |
| 6M | -5.0% | +90.1% | -95.2% | -30.1% |
| YTD | -21.2% | +120.3% | -141.6% | -47.5% |
| 1Y | -11.6% | +112.2% | -123.8% | -39.1% |
| All | -11.6% | +112.8% | -124.4% | -39.1% |
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