+3,663.5%
SHOP price history and return analytics
+224.4%
+3,439.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | -0.3% |
| 7D | -2.5% | -0.7% | -1.8% | -1.2% |
| 30D | -16.7% | -1.7% | -15.0% | -13.7% |
| 3M | -2.2% | -2.3% | +0.1% | +2.8% |
| 6M | +45.6% | +1.5% | +44.0% | +41.5% |
| YTD | -7.3% | +12.0% | -19.3% | -25.1% |
| 1Y | -6.1% | +12.9% | -19.0% | -24.9% |
| 3Y | +143.3% | +74.9% | +68.4% | -5.5% |
| 5Y | +0.2% | +59.9% | -59.8% | -49.3% |
| 10Y | +3,663.5% | +224.6% | +3,438.9% | +545.9% |
| All | +3,663.5% | +224.4% | +3,439.1% | +545.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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