+7,788.2%
SHOP vs VTV
+244.5%
+7,543.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.8% | -6.8% | -6.6% |
| 7D | -4.1% | +0.3% | -4.4% | -4.4% |
| 30D | -11.5% | +0.1% | -11.7% | -11.6% |
| 3M | +21.1% | +6.2% | +14.8% | +12.3% |
| 6M | +3.0% | +13.5% | -10.5% | -12.4% |
| YTD | -16.7% | +18.9% | -35.5% | -33.3% |
| 1Y | -8.3% | +25.8% | -34.1% | -31.5% |
| 3Y | +112.8% | +68.7% | +44.1% | +15.9% |
| 5Y | -9.3% | +80.3% | -89.6% | -51.4% |
| 10Y | +3,003.4% | +226.3% | +2,777.1% | +761.1% |
| All | +7,788.2% | +244.5% | +7,543.8% | +1,938.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling