+112.8%
SHOP vs VZ
+82.3%
+30.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.5% | -8.1% | -7.5% |
| 7D | -4.1% | +0.2% | -4.3% | -4.0% |
| 30D | -11.5% | +7.1% | -18.6% | -10.4% |
| 3M | +21.1% | +12.8% | +8.2% | +24.1% |
| 6M | +3.0% | +1.8% | +1.2% | +3.6% |
| YTD | -16.7% | +30.0% | -46.7% | -12.3% |
| 1Y | -8.3% | +24.3% | -32.6% | -3.7% |
| 3Y | +112.8% | +84.3% | +28.5% | +88.5% |
| All | +112.8% | +82.3% | +30.5% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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