-55.9%
SHMD vs VT
+10.5%
-66.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.7% |
| 7D | -21.0% | -2.3% | -18.6% | -13.8% |
| 30D | -52.1% | -5.0% | -47.2% | -41.6% |
| 3M | -51.6% | -4.9% | -46.7% | -41.7% |
| 6M | -61.6% | -1.5% | -60.1% | -58.2% |
| YTD | -65.3% | +8.5% | -73.8% | -73.8% |
| 1Y | -55.9% | +11.4% | -67.2% | -72.0% |
| All | -55.9% | +10.5% | -66.3% | -72.0% |
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