+35.8%
SHEH vs VT
+40.1%
-4.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.7% |
| 7D | +2.4% | +0.4% | +2.0% | +2.3% |
| 30D | +6.3% | +1.0% | +5.3% | +6.0% |
| 3M | +7.2% | +2.4% | +4.8% | +6.3% |
| 6M | +12.2% | +12.0% | +0.2% | +6.9% |
| YTD | +27.9% | +15.3% | +12.6% | +19.8% |
| 1Y | +30.6% | +22.6% | +8.0% | +17.6% |
| All | +35.8% | +40.1% | -4.3% | +8.8% |
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