+3,003.4%
SHOP vs VXUS
+145.9%
+2,857.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.4% | -7.2% | -7.0% |
| 7D | -4.1% | +1.6% | -5.7% | -6.4% |
| 30D | -11.5% | +1.0% | -12.5% | -12.8% |
| 3M | +21.1% | +5.7% | +15.4% | +9.7% |
| 6M | +3.0% | +13.6% | -10.6% | -18.2% |
| YTD | -16.7% | +17.4% | -34.1% | -37.6% |
| 1Y | -8.3% | +25.1% | -33.4% | -37.7% |
| 3Y | +112.8% | +75.8% | +37.0% | -14.7% |
| 5Y | -9.3% | +55.4% | -64.6% | -52.5% |
| 10Y | +3,003.4% | +146.4% | +2,857.0% | +793.9% |
| All | +3,003.4% | +145.9% | +2,857.6% | +793.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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