-99.9%
SHFS vs VT
+10.7%
-110.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | -4.1% | -12.8% | -13.7% |
| 7D | -65.9% | -4.2% | -61.7% | -64.5% |
| 30D | -96.2% | -5.8% | -90.4% | -96.0% |
| 3M | -98.8% | -5.2% | -93.6% | -98.8% |
| 6M | -99.7% | +0.1% | -99.9% | -99.7% |
| YTD | -99.8% | +8.2% | -108.0% | -99.8% |
| 1Y | -99.9% | +10.1% | -110.0% | -99.9% |
| All | -99.9% | +10.7% | -110.6% | -99.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling