-43.4%
SHPU vs VT
+21.8%
-65.2%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | -4.6% |
| 7D | -6.5% | +0.4% | -6.9% | -6.7% |
| 30D | -24.0% | -2.6% | -21.4% | -15.6% |
| 3M | -9.0% | -3.2% | -5.8% | +4.9% |
| 6M | +51.1% | +0.9% | +50.2% | +50.3% |
| YTD | -42.0% | +11.3% | -53.3% | -62.3% |
| 1Y | -36.9% | +14.0% | -50.9% | -63.3% |
| All | -43.4% | +21.8% | -65.2% | -74.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling