+52.8%
SHBI vs VT
+346.0%
-293.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | +0.3% | -2.3% | +2.6% | +2.6% |
| 30D | 0.0% | -5.0% | +4.9% | +4.9% |
| 3M | -6.3% | -4.9% | -1.4% | -1.8% |
| 6M | +15.1% | -1.5% | +16.7% | +16.0% |
| YTD | +29.5% | +8.5% | +21.0% | +18.1% |
| 1Y | +44.6% | +11.4% | +33.2% | +28.4% |
| 3Y | +115.6% | +70.1% | +45.6% | +26.2% |
| 5Y | +33.4% | +53.7% | -20.3% | -15.5% |
| 10Y | +135.3% | +220.0% | -84.6% | -25.4% |
| All | +52.8% | +346.0% | -293.2% | -74.1% |
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