+7.0%
SHW vs VTV
+28.2%
-21.3%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +4.2% |
| 7D | +13.3% | +1.8% | +11.5% | +10.3% |
| 30D | +14.1% | +6.0% | +8.2% | +4.3% |
| 3M | +0.8% | +3.7% | -2.9% | -4.6% |
| 6M | +17.6% | +13.9% | +3.7% | -3.4% |
| YTD | +13.0% | +22.8% | -9.8% | -16.6% |
| 1Y | +7.0% | +27.9% | -20.9% | -24.9% |
| All | +7.0% | +28.2% | -21.3% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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