+8,552.4%
SHOP vs VZ
+72.3%
+8,480.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -1.2% | +1.5% | -2.7% | -1.3% |
| 30D | -14.7% | +4.4% | -19.1% | -15.1% |
| 3M | -7.2% | -2.4% | -4.9% | -7.1% |
| 6M | +54.2% | +1.4% | +52.8% | +53.6% |
| YTD | -8.6% | +21.4% | -30.0% | -11.6% |
| 1Y | +0.5% | +20.3% | -19.8% | -2.7% |
| 3Y | +135.9% | +57.4% | +78.6% | +109.4% |
| 5Y | -11.9% | +21.9% | -33.8% | -18.3% |
| 10Y | +3,608.8% | +70.7% | +3,538.0% | +2,960.9% |
| All | +8,552.4% | +72.3% | +8,480.1% | +7,624.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling