+139.0%
VRT vs SHOP
-9.1%
+148.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -7.6% | +11.2% | +4.0% |
| 7D | +13.6% | -4.1% | +17.7% | +13.8% |
| 30D | +6.8% | -11.5% | +18.3% | +7.3% |
| 3M | -3.2% | +21.1% | -24.3% | -4.9% |
| 6M | +20.3% | +3.0% | +17.3% | +21.0% |
| YTD | +79.6% | -16.7% | +96.3% | +96.5% |
| 1Y | +139.0% | -8.3% | +147.3% | +152.0% |
| All | +139.0% | -9.1% | +148.1% | +152.0% |
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