-45.5%
SHPU vs VT
+18.7%
-64.3%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +6.8% |
| 7D | -12.5% | -2.3% | -10.2% | -4.4% |
| 30D | -22.7% | -5.0% | -17.7% | -6.7% |
| 3M | -7.5% | -4.9% | -2.6% | +13.3% |
| 6M | +59.3% | -1.5% | +60.9% | +71.2% |
| YTD | -44.2% | +8.5% | -52.7% | -60.5% |
| 1Y | -42.2% | +11.4% | -53.5% | -63.9% |
| All | -45.5% | +18.7% | -64.3% | -72.9% |
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