+7.0%
SHW vs VG
+47.2%
-40.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -7.7% | +14.3% | +5.4% |
| 7D | +13.3% | -16.4% | +29.7% | +10.5% |
| 30D | +14.1% | -10.8% | +24.9% | +12.6% |
| 3M | +0.8% | -6.3% | +7.1% | +0.5% |
| 6M | +17.6% | -12.5% | +30.2% | +17.8% |
| YTD | +13.0% | +76.9% | -63.9% | +10.7% |
| 1Y | +7.0% | +51.8% | -44.8% | +5.7% |
| All | +7.0% | +47.2% | -40.2% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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