-41.5%
SHLS vs VT
+76.6%
-118.0%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.7% | +6.4% | +5.0% |
| 7D | +21.2% | -0.3% | +21.5% | +22.1% |
| 30D | +12.4% | -1.4% | +13.8% | +16.2% |
| 3M | -0.7% | -1.4% | +0.7% | +3.2% |
| 6M | +10.8% | +5.5% | +5.3% | +5.9% |
| YTD | +7.8% | +12.8% | -5.1% | -6.4% |
| 1Y | -0.9% | +15.4% | -16.3% | -16.0% |
| All | -41.5% | +76.6% | -118.0% | -85.7% |
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