-41.7%
SHIM price history and return analytics
+76.7%
-118.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | +13.0% | +1.0% | +12.0% | +12.0% |
| 30D | -15.6% | -0.2% | -15.4% | -15.4% |
| 3M | +2.5% | +4.5% | -2.1% | -1.3% |
| 6M | +4.8% | +14.1% | -9.3% | -6.7% |
| YTD | +27.7% | +14.8% | +13.0% | +13.7% |
| 1Y | +20.3% | +21.2% | -0.9% | +2.8% |
| All | -41.7% | +76.7% | -118.4% | -56.3% |
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