+8.6%
V vs SHOP
-9.1%
+17.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.6% | +5.9% | -0.9% |
| 7D | -1.1% | -4.1% | +3.0% | -0.7% |
| 30D | +1.9% | -11.5% | +13.4% | +3.1% |
| 3M | +15.5% | +21.1% | -5.5% | +12.8% |
| 6M | +16.6% | +3.0% | +13.6% | +15.1% |
| YTD | +5.7% | -16.7% | +22.4% | +6.2% |
| 1Y | +8.6% | -8.3% | +16.8% | +6.5% |
| All | +8.6% | -9.1% | +17.7% | +6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling