-11.2%
SHOP vs VTI
+17.9%
-29.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.2% |
| 7D | -11.2% | -0.9% | -10.3% | -9.6% |
| 30D | -14.4% | -1.4% | -12.9% | -11.7% |
| 3M | +16.6% | +3.6% | +13.0% | +8.8% |
| 6M | -0.6% | +13.6% | -14.2% | -25.3% |
| YTD | -20.0% | +12.9% | -32.9% | -38.1% |
| 1Y | -11.2% | +17.2% | -28.4% | -38.1% |
| All | -11.2% | +17.9% | -29.1% | -38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling