+1,235.8%
SHOO vs VT
+374.2%
+861.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -1.3% | +0.4% | -1.7% | -1.7% |
| 30D | -11.0% | +1.0% | -12.0% | -11.8% |
| 3M | -1.2% | +2.4% | -3.6% | -3.5% |
| 6M | +22.3% | +12.0% | +10.2% | +9.7% |
| YTD | +6.0% | +15.3% | -9.3% | -7.5% |
| 1Y | +48.3% | +22.6% | +25.7% | +22.0% |
| 3Y | +33.4% | +74.7% | -41.3% | -21.3% |
| 5Y | +23.2% | +66.1% | -43.0% | -22.8% |
| 10Y | +120.3% | +225.0% | -104.7% | -22.6% |
| All | +1,235.8% | +374.2% | +861.6% | +244.2% |
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