+173.1%
SHNY vs VT
+85.3%
+87.8%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.9% | -5.0% |
| 7D | -6.5% | -0.7% | -5.8% | -6.1% |
| 30D | -15.9% | -1.7% | -14.2% | -14.1% |
| 3M | -31.9% | -2.3% | -29.6% | -29.6% |
| 6M | -51.4% | +1.5% | -52.9% | -51.1% |
| YTD | -48.7% | +12.0% | -60.7% | -51.5% |
| 1Y | -44.1% | +12.9% | -57.0% | -47.4% |
| 3Y | +182.1% | +74.9% | +107.1% | +127.7% |
| All | +173.1% | +85.3% | +87.8% | +142.5% |
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