+454.5%
V vs SHOP
+3,499.6%
-3,045.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.6% | +3.8% | +0.8% |
| 7D | +0.6% | +2.8% | -2.2% | +0.1% |
| 30D | +9.7% | -14.2% | +23.9% | +12.4% |
| 3M | +17.3% | -5.5% | +22.8% | +17.8% |
| 6M | +33.2% | +32.8% | +0.4% | +25.0% |
| YTD | +21.3% | -8.9% | +30.3% | +20.2% |
| 1Y | +27.3% | -7.7% | +35.1% | +25.6% |
| 3Y | +76.1% | +139.0% | -62.9% | +38.3% |
| 5Y | +103.5% | -0.5% | +104.0% | +74.7% |
| 10Y | +454.5% | +3,557.0% | -3,102.6% | +75.3% |
| All | +454.5% | +3,499.6% | -3,045.1% | +75.3% |
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