-45.9%
SHLS vs VT
+73.6%
-119.5%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | 0.0% | +11.4% | +11.4% |
| 7D | +13.3% | -1.6% | +14.9% | +16.8% |
| 30D | +2.0% | -2.5% | +4.5% | +7.4% |
| 3M | -9.6% | -1.3% | -8.3% | -6.4% |
| 6M | +3.8% | +3.1% | +0.7% | +3.1% |
| YTD | -0.4% | +10.9% | -11.3% | -10.8% |
| 1Y | -18.1% | +12.1% | -30.1% | -27.1% |
| All | -45.9% | +73.6% | -119.5% | -86.4% |
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