-91.1%
SH price history and return analytics
+345.0%
-436.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.1% | +8.5% | +0.7% |
| 7D | +4.9% | -4.2% | +9.0% | +1.1% |
| 30D | +6.6% | -5.8% | +12.4% | +1.2% |
| 3M | +6.1% | -5.2% | +11.3% | +1.4% |
| 6M | +0.7% | +0.1% | +0.6% | +1.8% |
| YTD | -3.9% | +8.2% | -12.1% | +5.0% |
| 1Y | -3.9% | +10.1% | -14.0% | +6.9% |
| 3Y | -32.0% | +69.7% | -101.6% | +17.0% |
| 5Y | -27.0% | +53.4% | -80.3% | +22.9% |
| 10Y | -73.5% | +219.2% | -292.7% | -0.7% |
| All | -91.1% | +345.0% | -436.1% | -36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling