-32.0%
SH price history and return analytics
+69.7%
-101.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | 0.0% |
| 7D | +2.7% | -2.3% | +5.0% | +0.5% |
| 30D | +6.0% | -5.0% | +11.0% | +1.1% |
| 3M | +5.6% | -4.9% | +10.5% | +1.0% |
| 6M | +1.9% | -1.5% | +3.4% | +1.3% |
| YTD | -4.1% | +8.5% | -12.6% | +6.0% |
| 1Y | -5.2% | +11.4% | -16.6% | +7.9% |
| 3Y | -32.0% | +70.1% | -102.1% | +22.4% |
| All | -32.0% | +69.7% | -101.8% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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