-35.3%
SHPU vs VT
+23.3%
-58.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -10.3% | +0.4% | -10.7% | -11.2% |
| 30D | -1.0% | +1.0% | -2.0% | -3.1% |
| 3M | +40.3% | +2.4% | +37.9% | +31.5% |
| 6M | -1.9% | +12.0% | -13.9% | -36.4% |
| YTD | -42.6% | +15.3% | -58.0% | -67.6% |
| 1Y | -35.3% | +22.6% | -57.9% | -73.8% |
| All | -35.3% | +23.3% | -58.7% | -73.8% |
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