-23.4%
SHAZ vs VT
+7.1%
-30.5%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.6% | -7.4% | -5.7% |
| 7D | +24.2% | +2.9% | +21.3% | +12.6% |
| 30D | -30.0% | -2.5% | -27.5% | -19.0% |
| 3M | -64.5% | -3.3% | -61.2% | -57.2% |
| 6M | -53.4% | +1.5% | -54.9% | -49.1% |
| All | -23.4% | +7.1% | -30.5% | -24.0% |
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