+30.7%
SHMD vs VT
+23.3%
+7.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.7% |
| 7D | +4.8% | +0.4% | +4.4% | +3.0% |
| 30D | -29.1% | +1.0% | -30.0% | -31.7% |
| 3M | -49.4% | +2.4% | -51.8% | -52.3% |
| 6M | -62.4% | +12.0% | -74.4% | -71.8% |
| YTD | -49.2% | +15.3% | -64.5% | -66.0% |
| 1Y | +30.7% | +22.6% | +8.1% | -23.9% |
| All | +30.7% | +23.3% | +7.4% | -23.9% |
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