-57.9%
SHMD vs VT
+12.5%
-70.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +3.3% |
| 7D | -8.8% | -0.1% | -8.6% | -7.4% |
| 30D | -34.6% | -3.1% | -31.5% | -25.4% |
| 3M | -49.0% | -3.5% | -45.5% | -41.5% |
| 6M | -58.3% | +0.5% | -58.8% | -57.4% |
| YTD | -59.6% | +10.8% | -70.4% | -70.5% |
| 1Y | -57.9% | +11.9% | -69.8% | -70.6% |
| All | -57.9% | +12.5% | -70.4% | -70.6% |
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