+26.3%
SHW vs VO
+58.7%
-32.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.6% |
| 7D | -3.2% | -0.3% | -3.0% | -3.0% |
| 30D | -9.5% | -0.3% | -9.2% | -9.2% |
| 3M | +11.5% | +2.9% | +8.5% | +8.5% |
| 6M | -3.5% | +9.3% | -12.9% | -11.3% |
| YTD | +3.7% | +14.2% | -10.5% | -8.4% |
| 1Y | -7.9% | +15.3% | -23.2% | -19.5% |
| All | +26.3% | +58.7% | -32.4% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling