+8,524.1%
SHOP vs VXUS
+116.1%
+8,408.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -2.6% |
| 7D | +2.8% | +0.5% | +2.3% | +2.3% |
| 30D | -14.2% | -2.5% | -11.6% | -10.4% |
| 3M | -5.5% | -4.6% | -0.9% | +2.0% |
| 6M | +32.8% | -2.6% | +35.4% | +37.2% |
| YTD | -8.9% | +10.4% | -19.3% | -23.6% |
| 1Y | -7.7% | +12.9% | -20.6% | -25.1% |
| 3Y | +139.0% | +68.4% | +70.6% | +7.7% |
| 5Y | -0.5% | +47.7% | -48.2% | -40.7% |
| 10Y | +3,557.0% | +142.2% | +3,414.8% | +1,153.2% |
| All | +8,524.1% | +116.1% | +8,408.0% | +3,056.2% |
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 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