+80.5%
SHG price history and return analytics
+355.4%
-275.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | +1.0% | -0.1% | +1.2% | +1.1% |
| 30D | -15.3% | -3.1% | -12.3% | -12.2% |
| 3M | -13.6% | -3.5% | -10.1% | -9.8% |
| 6M | -6.7% | +0.5% | -7.2% | -7.2% |
| YTD | +19.2% | +10.8% | +8.4% | +5.7% |
| 1Y | +16.9% | +11.9% | +5.0% | +2.4% |
| 3Y | +160.7% | +73.0% | +87.8% | +35.9% |
| 5Y | +142.2% | +58.6% | +83.6% | +38.2% |
| 10Y | +104.0% | +219.2% | -115.2% | -52.3% |
| All | +80.5% | +355.4% | -275.0% | -72.6% |
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 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