+124.2%
SHBI vs VT
+223.7%
-99.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -0.8% |
| 7D | -0.6% | +0.4% | -0.9% | -1.0% |
| 30D | +2.8% | -2.6% | +5.4% | +5.5% |
| 3M | -3.4% | -3.2% | -0.2% | -0.2% |
| 6M | +17.6% | +0.9% | +16.6% | +15.3% |
| YTD | +32.0% | +11.3% | +20.7% | +15.9% |
| 1Y | +46.7% | +14.0% | +32.7% | +25.3% |
| 3Y | +125.7% | +75.8% | +49.9% | +19.7% |
| 5Y | +33.9% | +57.8% | -23.9% | -20.6% |
| 10Y | +124.2% | +219.8% | -95.6% | -48.7% |
| All | +124.2% | +223.7% | -99.5% | -48.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling