+2,989.4%
SHOP price history and return analytics
+222.7%
+2,766.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.8% | -4.3% |
| 7D | -10.6% | -0.1% | -10.5% | -10.3% |
| 30D | -18.3% | -0.7% | -17.6% | -17.0% |
| 3M | +14.8% | +4.0% | +10.8% | +6.3% |
| 6M | -5.0% | +12.3% | -17.3% | -24.0% |
| YTD | -21.2% | +14.0% | -35.3% | -38.6% |
| 1Y | -11.6% | +20.3% | -31.9% | -36.8% |
| 3Y | +101.2% | +75.4% | +25.8% | -21.5% |
| 5Y | -15.7% | +66.0% | -81.7% | -59.7% |
| 10Y | +2,989.4% | +228.2% | +2,761.2% | +459.6% |
| All | +2,989.4% | +222.7% | +2,766.8% | +459.6% |
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