+146.4%
SHOP vs VXUS
+63.2%
+83.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.4% | +3.4% |
| 7D | -5.4% | -1.8% | -3.7% | -2.8% |
| 30D | -10.3% | -4.6% | -5.7% | -3.8% |
| 3M | +1.0% | -6.1% | +7.1% | +10.9% |
| 6M | +41.2% | -4.9% | +46.1% | +50.4% |
| YTD | -7.5% | +8.1% | -15.5% | -21.7% |
| 1Y | -4.6% | +12.1% | -16.7% | -24.2% |
| 3Y | +146.4% | +63.9% | +82.6% | +10.3% |
| All | +146.4% | +63.2% | +83.2% | +10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling