+7,788.2%
SHOP vs VTRS
-70.9%
+7,859.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.6% | -6.0% | -7.1% |
| 7D | -4.1% | -0.1% | -4.0% | -4.0% |
| 30D | -11.5% | +1.9% | -13.4% | -12.0% |
| 3M | +21.1% | +5.1% | +16.0% | +19.1% |
| 6M | +3.0% | +20.1% | -17.1% | -2.5% |
| YTD | -16.7% | +36.6% | -53.3% | -24.2% |
| 1Y | -8.3% | +64.1% | -72.4% | -20.9% |
| 3Y | +112.8% | +86.4% | +26.5% | +73.8% |
| 5Y | -9.3% | +40.9% | -50.1% | -22.3% |
| 10Y | +3,003.4% | -48.7% | +3,052.2% | +2,962.7% |
| All | +7,788.2% | -70.9% | +7,859.1% | +7,935.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 all: compounded portfolio wealth divided by compounded VTRS 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…
all analysis · Full analysis span regression · 6 months rolling