+2,993.7%
SHOP vs VTI
+305.0%
+2,688.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.3% |
| 7D | -11.2% | -0.9% | -10.3% | -9.7% |
| 30D | -14.4% | -1.4% | -12.9% | -11.9% |
| 3M | +16.6% | +3.6% | +13.0% | +9.4% |
| 6M | -0.6% | +13.6% | -14.2% | -20.8% |
| YTD | -20.0% | +12.9% | -32.9% | -35.2% |
| 1Y | -11.2% | +17.2% | -28.4% | -31.9% |
| 3Y | +99.5% | +75.7% | +23.8% | -17.5% |
| 5Y | -13.2% | +75.4% | -88.7% | -59.4% |
| All | +2,993.7% | +305.0% | +2,688.6% | +384.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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