+123.4%
VRT vs SHW
-7.8%
+131.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.4% | +3.9% | +4.3% |
| 7D | +9.1% | -3.2% | +12.4% | +9.6% |
| 30D | +0.9% | -9.5% | +10.5% | +2.3% |
| 3M | -13.4% | +11.5% | -24.8% | -15.2% |
| 6M | +11.7% | -3.5% | +15.2% | +12.0% |
| YTD | +73.2% | +3.7% | +69.5% | +77.2% |
| 1Y | +123.4% | -7.9% | +131.3% | +116.7% |
| All | +123.4% | -7.8% | +131.3% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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