+237.8%
SHIP vs VT
+76.6%
+161.3%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -3.7% |
| 7D | -9.2% | -0.3% | -8.9% | -8.9% |
| 30D | -18.2% | -1.4% | -16.7% | -17.0% |
| 3M | -14.5% | -1.4% | -13.1% | -13.3% |
| 6M | -2.7% | +5.5% | -8.2% | -8.4% |
| YTD | +64.9% | +12.8% | +52.0% | +44.8% |
| 1Y | +87.2% | +15.4% | +71.8% | +60.4% |
| All | +237.8% | +76.6% | +161.3% | +98.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling