-6.1%
SHOP vs VST
-27.8%
+21.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.6% |
| 7D | -2.5% | +10.9% | -13.4% | -3.5% |
| 30D | -16.7% | -15.6% | -1.1% | -15.5% |
| 3M | -2.2% | -7.8% | +5.6% | -2.1% |
| 6M | +45.6% | -12.0% | +57.5% | +44.0% |
| YTD | -7.3% | -16.9% | +9.6% | -7.1% |
| 1Y | -6.1% | -25.1% | +19.0% | -0.9% |
| All | -6.1% | -27.8% | +21.7% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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