+282.6%
SHNY vs VT
+89.8%
+192.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.0% |
| 7D | +1.6% | +1.0% | +0.6% | +0.6% |
| 30D | -2.7% | -0.2% | -2.5% | -2.2% |
| 3M | -8.3% | +4.5% | -12.8% | -11.5% |
| 6M | -51.4% | +14.1% | -65.4% | -55.7% |
| YTD | -28.1% | +14.8% | -42.8% | -34.1% |
| 1Y | +6.1% | +21.2% | -15.1% | -5.3% |
| 3Y | +284.9% | +76.6% | +208.3% | +202.2% |
| All | +282.6% | +89.8% | +192.8% | +229.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling