-11.6%
SHOP price history and return analytics
+20.4%
-32.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.8% | -4.4% |
| 7D | -10.6% | -0.1% | -10.5% | -10.3% |
| 30D | -18.3% | -0.7% | -17.6% | -17.2% |
| 3M | +14.8% | +4.0% | +10.8% | +7.7% |
| 6M | -5.0% | +12.3% | -17.3% | -24.4% |
| YTD | -21.2% | +14.0% | -35.3% | -39.9% |
| 1Y | -11.6% | +20.3% | -31.9% | -42.5% |
| All | -11.6% | +20.4% | -32.0% | -42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling