-99.7%
SHIP vs VT
+229.8%
-329.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | 0.0% |
| 7D | -2.7% | -1.1% | -1.6% | -1.5% |
| 30D | +14.5% | -1.0% | +15.5% | +15.7% |
| 3M | +19.7% | +3.2% | +16.5% | +15.6% |
| 6M | +40.1% | +12.5% | +27.6% | +22.7% |
| YTD | +105.6% | +14.1% | +91.6% | +77.5% |
| 1Y | +123.5% | +18.9% | +104.6% | +84.2% |
| 3Y | +320.1% | +74.1% | +246.0% | +126.8% |
| 5Y | +106.2% | +66.9% | +39.4% | +17.4% |
| All | -99.7% | +229.8% | -329.5% | -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 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