+39.0%
SHEH price history and return analytics
+39.4%
-0.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.5% |
| 7D | +1.6% | +1.0% | +0.6% | +1.3% |
| 30D | +8.3% | -0.2% | +8.5% | +8.3% |
| 3M | +9.1% | +4.5% | +4.6% | +7.2% |
| 6M | +12.2% | +14.1% | -1.8% | +5.7% |
| YTD | +30.9% | +14.8% | +16.2% | +22.8% |
| 1Y | +35.7% | +21.2% | +14.6% | +23.0% |
| All | +39.0% | +39.4% | -0.4% | +11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling