+123.4%
VRT vs SHOP
+3.0%
+120.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.9% | +4.4% |
| 7D | +9.1% | -5.1% | +14.2% | +9.4% |
| 30D | +0.9% | +0.6% | +0.3% | +0.8% |
| 3M | -13.4% | +25.0% | -38.4% | -14.6% |
| 6M | +11.7% | +11.9% | -0.2% | +11.8% |
| YTD | +73.2% | -9.9% | +83.1% | +88.9% |
| 1Y | +123.4% | 0.0% | +123.5% | +131.0% |
| All | +123.4% | +3.0% | +120.4% | +131.0% |
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