-20.9%
SHEN price history and return analytics
+222.7%
-243.5%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.7% |
| 7D | -5.6% | -0.1% | -5.5% | -5.5% |
| 30D | -10.4% | -0.7% | -9.8% | -9.9% |
| 3M | -26.8% | +4.0% | -30.8% | -29.4% |
| 6M | -17.8% | +12.3% | -30.1% | -26.3% |
| YTD | +3.1% | +14.0% | -10.9% | -9.0% |
| 1Y | -11.7% | +20.3% | -32.0% | -25.7% |
| 3Y | -41.6% | +75.4% | -117.1% | -65.5% |
| 5Y | -59.2% | +66.0% | -125.1% | -74.7% |
| 10Y | -20.9% | +228.2% | -249.1% | -75.6% |
| All | -20.9% | +222.7% | -243.5% | -75.6% |
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