-34.0%
SHEN price history and return analytics
+221.8%
-255.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.6% |
| 7D | +5.4% | +2.4% | +3.0% | +3.3% |
| 30D | -1.2% | -1.5% | +0.3% | +0.1% |
| 3M | -23.4% | -4.1% | -19.2% | -20.6% |
| 6M | -35.1% | +0.6% | -35.6% | -35.7% |
| YTD | -11.0% | +11.0% | -22.0% | -19.6% |
| 1Y | -1.3% | +13.3% | -14.7% | -12.6% |
| 3Y | -54.8% | +73.4% | -128.2% | -73.0% |
| 5Y | -62.5% | +57.4% | -119.9% | -75.7% |
| All | -34.0% | +221.8% | -255.7% | -83.0% |
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