-99.9%
SHFS price history and return analytics
+72.4%
-172.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.8% |
| 7D | +1.3% | +1.0% | +0.3% | +0.6% |
| 30D | -12.0% | -0.2% | -11.8% | -11.9% |
| 3M | -57.9% | +4.5% | -62.5% | -59.4% |
| 6M | -82.6% | +14.1% | -96.6% | -84.1% |
| YTD | -85.5% | +14.8% | -100.2% | -86.8% |
| 1Y | -96.4% | +21.2% | -117.6% | -96.8% |
| 3Y | -98.1% | +76.6% | -174.7% | -98.7% |
| 5Y | -99.9% | +66.6% | -166.5% | -100.0% |
| All | -99.9% | +72.4% | -172.3% | -100.0% |
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