+2,993.7%
SHOP vs VTEB
+17.9%
+2,975.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.1% |
| 7D | -11.2% | -0.9% | -10.3% | -9.7% |
| 30D | -14.4% | -2.5% | -11.9% | -10.3% |
| 3M | +16.6% | -3.0% | +19.5% | +23.4% |
| 6M | -0.6% | -2.1% | +1.6% | +3.9% |
| YTD | -20.0% | -1.5% | -18.5% | -17.4% |
| 1Y | -11.2% | +0.2% | -11.4% | -10.8% |
| 3Y | +99.5% | +8.6% | +90.9% | +72.0% |
| 5Y | -13.2% | +1.2% | -14.4% | -17.0% |
| All | +2,993.7% | +17.9% | +2,975.8% | +2,556.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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