-25.9%
SHC price history and return analytics
+105.3%
-131.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | -0.5% | +1.0% | -1.5% | -1.7% |
| 30D | -1.4% | -0.2% | -1.2% | -1.1% |
| 3M | +17.2% | +4.5% | +12.7% | +10.5% |
| 6M | +26.8% | +14.1% | +12.8% | +6.7% |
| YTD | +5.4% | +14.8% | -9.4% | -12.1% |
| 1Y | +16.8% | +21.2% | -4.3% | -9.3% |
| 3Y | +29.1% | +76.6% | -47.5% | -39.7% |
| 5Y | -26.2% | +66.6% | -92.8% | -63.3% |
| All | -25.9% | +105.3% | -131.3% | -70.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling