+60.8%
SHBI vs VT
+374.2%
-313.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +2.7% | +0.4% | +2.3% | +2.3% |
| 30D | -2.4% | +1.0% | -3.4% | -3.4% |
| 3M | +14.5% | +2.4% | +12.1% | +11.2% |
| 6M | +29.5% | +12.0% | +17.5% | +14.8% |
| YTD | +36.3% | +15.3% | +20.9% | +17.2% |
| 1Y | +40.3% | +22.6% | +17.7% | +13.5% |
| 3Y | +127.0% | +74.7% | +52.3% | +29.9% |
| 5Y | +56.2% | +66.1% | -10.0% | -8.4% |
| 10Y | +168.5% | +225.0% | -56.5% | -16.3% |
| All | +60.8% | +374.2% | -313.4% | -74.3% |
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