-2.9%
SHOP vs VXUS
+42.8%
-45.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.4% | +3.3% |
| 7D | -5.4% | -1.8% | -3.7% | -1.8% |
| 30D | -10.3% | -4.6% | -5.7% | -1.2% |
| 3M | +1.0% | -6.1% | +7.1% | +14.9% |
| 6M | +41.2% | -4.9% | +46.1% | +52.8% |
| YTD | -7.5% | +8.1% | -15.5% | -26.3% |
| 1Y | -4.6% | +12.1% | -16.7% | -30.0% |
| 3Y | +146.4% | +63.9% | +82.6% | -27.0% |
| All | -2.9% | +42.8% | -45.7% | -52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling