+954.4%
VTI vs SHW
+6,275.0%
-5,320.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | +0.4% |
| 7D | +0.6% | -1.2% | +1.8% | +1.1% |
| 30D | -1.1% | -11.6% | +10.5% | +4.1% |
| 3M | +3.9% | +9.1% | -5.2% | -0.5% |
| 6M | +14.6% | -0.7% | +15.3% | +13.7% |
| YTD | +13.3% | +1.4% | +11.9% | +11.2% |
| 1Y | +19.2% | -12.3% | +31.4% | +23.9% |
| 3Y | +77.4% | +23.4% | +54.0% | +57.2% |
| 5Y | +74.0% | +15.0% | +59.0% | +54.7% |
| 10Y | +294.6% | +278.3% | +16.3% | +103.0% |
| All | +954.4% | +6,275.0% | -5,320.6% | +50.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling