-4.9%
SHOP vs VWO
+5.9%
-10.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +5.8% |
| 7D | -9.0% | -1.3% | -7.7% | -7.9% |
| 30D | -4.4% | -7.1% | +2.7% | +1.8% |
| 3M | +24.1% | -6.1% | +30.2% | +31.3% |
| 6M | +20.0% | -3.9% | +23.9% | +22.6% |
| YTD | -4.9% | +5.0% | -9.9% | -15.4% |
| 1Y | -4.9% | +6.0% | -10.9% | -17.0% |
| All | -4.9% | +5.9% | -10.8% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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