+2,993.7%
SHOP vs VTV
+234.5%
+2,759.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +0.8% |
| 7D | -11.2% | -1.1% | -10.1% | -9.9% |
| 30D | -14.4% | -1.0% | -13.3% | -13.1% |
| 3M | +16.6% | +4.6% | +11.9% | +10.2% |
| 6M | -0.6% | +13.5% | -14.1% | -15.5% |
| YTD | -20.0% | +18.5% | -38.5% | -35.7% |
| 1Y | -11.2% | +22.9% | -34.1% | -31.7% |
| 3Y | +99.5% | +67.8% | +31.6% | +9.5% |
| 5Y | -13.2% | +81.8% | -95.1% | -53.7% |
| All | +2,993.7% | +234.5% | +2,759.2% | +852.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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