-58.0%
SHEN price history and return analytics
+66.2%
-124.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.8% |
| 7D | -0.1% | +1.0% | -1.1% | -0.8% |
| 30D | -9.6% | -0.2% | -9.3% | -9.4% |
| 3M | -24.6% | +4.5% | -29.1% | -27.2% |
| 6M | -20.2% | +14.1% | -34.3% | -28.4% |
| YTD | +5.4% | +14.8% | -9.3% | -6.0% |
| 1Y | -9.7% | +21.2% | -30.9% | -23.0% |
| 3Y | -40.3% | +76.6% | -116.9% | -63.0% |
| 5Y | -58.0% | +66.6% | -124.6% | -74.2% |
| All | -58.0% | +66.2% | -124.2% | -74.2% |
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 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