-34.5%
SHC price history and return analytics
+99.1%
-133.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -0.6% |
| 7D | -7.3% | +0.4% | -7.7% | -7.8% |
| 30D | -9.0% | -2.6% | -6.4% | -6.0% |
| 3M | -12.8% | -3.2% | -9.6% | -9.3% |
| 6M | +4.2% | +0.9% | +3.2% | +2.2% |
| YTD | -6.8% | +11.3% | -18.1% | -19.4% |
| 1Y | +4.8% | +14.0% | -9.2% | -12.1% |
| 3Y | +26.5% | +75.8% | -49.4% | -40.9% |
| 5Y | -39.2% | +57.8% | -97.0% | -67.8% |
| All | -34.5% | +99.1% | -133.6% | -73.3% |
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