+192.6%
SHNY vs VT
+79.4%
+113.2%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.4% |
| 7D | +14.1% | -2.3% | +16.4% | +16.9% |
| 30D | -5.6% | -5.0% | -0.7% | +0.1% |
| 3M | -20.6% | -4.9% | -15.8% | -15.5% |
| 6M | -46.6% | -1.5% | -45.0% | -44.4% |
| YTD | -45.0% | +8.5% | -53.5% | -46.1% |
| 1Y | -33.5% | +11.4% | -44.8% | -35.7% |
| 3Y | +182.1% | +70.1% | +112.1% | +136.3% |
| All | +192.6% | +79.4% | +113.2% | +169.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling