+173.0%
SHEN price history and return analytics
+357.6%
-184.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.6% | +3.2% | +2.9% |
| 7D | +2.9% | +0.4% | +2.6% | +2.7% |
| 30D | -0.8% | -2.6% | +1.8% | +2.2% |
| 3M | -23.4% | -3.2% | -20.1% | -20.6% |
| 6M | -36.1% | +0.9% | -37.0% | -37.2% |
| YTD | -10.6% | +11.3% | -21.9% | -21.9% |
| 1Y | -5.2% | +14.0% | -19.2% | -19.3% |
| 3Y | -55.6% | +75.8% | -131.4% | -77.3% |
| 5Y | -62.5% | +57.8% | -120.4% | -78.6% |
| 10Y | -30.4% | +219.8% | -250.2% | -83.7% |
| All | +173.0% | +357.6% | -184.6% | -58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling