-26.4%
SHAZ vs VT
+6.6%
-33.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -0.7% |
| 7D | -2.0% | -0.1% | -1.8% | +0.9% |
| 30D | -38.5% | -3.1% | -35.5% | -27.7% |
| 3M | -55.7% | -3.5% | -52.3% | -46.3% |
| 6M | -55.8% | +0.5% | -56.3% | -50.5% |
| All | -26.4% | +6.6% | -33.0% | -26.0% |
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 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