-9.3%
SHOP price history and return analytics
+66.2%
-75.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.5% | -7.1% | -6.4% |
| 7D | -4.1% | +1.0% | -5.1% | -6.3% |
| 30D | -11.5% | -0.2% | -11.3% | -10.8% |
| 3M | +21.1% | +4.5% | +16.5% | +7.5% |
| 6M | +3.0% | +14.1% | -11.1% | -27.5% |
| YTD | -16.7% | +14.8% | -31.5% | -42.2% |
| 1Y | -8.3% | +21.2% | -29.5% | -44.0% |
| 3Y | +112.8% | +76.6% | +36.3% | -48.6% |
| 5Y | -9.3% | +66.6% | -75.9% | -69.5% |
| All | -9.3% | +66.2% | -75.5% | -69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling