+21.3%
SHAG vs VT
+193.3%
-171.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | -0.2% | +1.0% | -1.2% | -0.3% |
| 3M | +0.2% | +2.4% | -2.2% | +0.1% |
| 6M | -0.1% | +12.0% | -12.1% | -0.3% |
| YTD | +0.7% | +15.3% | -14.7% | +0.4% |
| 1Y | +2.1% | +22.6% | -20.5% | +1.6% |
| 3Y | +14.8% | +74.7% | -59.9% | +13.4% |
| 5Y | +8.2% | +66.1% | -57.9% | +6.8% |
| All | +21.3% | +193.3% | -171.9% | +18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling