+376.8%
V vs SHOP
+3,040.5%
-2,663.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.6% | +5.9% | -0.4% |
| 7D | -1.1% | -4.1% | +3.0% | -0.4% |
| 30D | +1.9% | -11.5% | +13.4% | +3.9% |
| 3M | +15.5% | +21.1% | -5.5% | +11.0% |
| 6M | +16.6% | +3.0% | +13.6% | +14.2% |
| YTD | +5.7% | -16.7% | +22.4% | +6.9% |
| 1Y | +8.6% | -8.3% | +16.8% | +7.2% |
| 3Y | +52.5% | +112.8% | -60.3% | +22.1% |
| 5Y | +67.1% | -9.3% | +76.4% | +45.8% |
| 10Y | +376.8% | +3,003.4% | -2,626.7% | +63.8% |
| All | +376.8% | +3,040.5% | -2,663.7% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 10y: compounded portfolio wealth divided by compounded SHOP 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…
10y analysis · Full analysis span regression · 6 months rolling