+79.1%
SHE price history and return analytics
+74.4%
+4.6%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | -0.4% | -0.1% | -0.2% | -0.2% |
| 30D | -4.4% | -3.1% | -1.4% | -1.5% |
| 3M | -4.7% | -3.5% | -1.2% | -1.4% |
| 6M | +1.3% | +0.5% | +0.9% | +0.9% |
| YTD | +16.0% | +10.8% | +5.2% | +5.3% |
| 1Y | +17.4% | +11.9% | +5.5% | +5.6% |
| 3Y | +79.1% | +73.0% | +6.1% | +6.2% |
| All | +79.1% | +74.4% | +4.6% | +6.2% |
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