+8,434.7%
SHOP vs VXUS
+130.7%
+8,304.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -1.3% |
| 7D | -5.1% | +1.0% | -6.1% | -6.5% |
| 30D | +0.6% | +2.2% | -1.6% | -2.6% |
| 3M | +25.0% | +3.0% | +22.1% | +18.5% |
| 6M | +11.9% | +10.7% | +1.3% | -6.3% |
| YTD | -9.9% | +17.8% | -27.7% | -31.8% |
| 1Y | 0.0% | +27.6% | -27.6% | -32.6% |
| 3Y | +117.5% | +73.3% | +44.2% | -5.5% |
| 5Y | -6.6% | +54.3% | -61.0% | -48.3% |
| 10Y | +3,320.3% | +149.8% | +3,170.5% | +998.7% |
| All | +8,434.7% | +130.7% | +8,304.0% | +2,717.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling