-63.6%
SHIM price history and return analytics
+71.4%
-135.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -2.0% |
| 7D | -7.2% | +0.4% | -7.5% | -7.6% |
| 30D | -25.6% | -2.6% | -23.0% | -23.8% |
| 3M | -47.3% | -3.2% | -44.0% | -45.6% |
| 6M | -59.5% | +0.9% | -60.5% | -59.8% |
| YTD | -20.2% | +11.3% | -31.5% | -26.9% |
| 1Y | +13.7% | +14.0% | -0.3% | +2.3% |
| All | -63.6% | +71.4% | -135.0% | -71.9% |
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