+1,852.6%
SHW vs VEU
+192.1%
+1,660.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.1% |
| 7D | -3.2% | +1.1% | -4.4% | -3.9% |
| 30D | -9.5% | +2.2% | -11.7% | -10.8% |
| 3M | +11.5% | +3.0% | +8.5% | +9.1% |
| 6M | -3.5% | +10.9% | -14.4% | -9.9% |
| YTD | +3.7% | +18.2% | -14.5% | -7.1% |
| 1Y | -7.9% | +28.3% | -36.2% | -21.8% |
| 3Y | +24.7% | +74.6% | -49.9% | -13.1% |
| 5Y | +13.6% | +56.4% | -42.8% | -15.5% |
| 10Y | +283.0% | +153.0% | +129.9% | +112.2% |
| All | +1,852.6% | +192.1% | +1,660.5% | +852.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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