-11.6%
SHOP vs VXUS
+24.1%
-35.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.8% | -4.7% | -4.7% |
| 7D | -10.6% | +0.3% | -10.9% | -10.8% |
| 30D | -18.3% | +0.7% | -19.0% | -18.7% |
| 3M | +14.8% | +4.8% | +10.1% | +9.3% |
| 6M | -5.0% | +11.3% | -16.4% | -18.3% |
| YTD | -21.2% | +16.5% | -37.7% | -41.5% |
| 1Y | -11.6% | +24.3% | -35.9% | -45.1% |
| All | -11.6% | +24.1% | -35.7% | -45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling