-99.6%
SHIP price history and return analytics
+217.6%
-317.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.6% | +2.7% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -14.4% | -3.1% | -11.4% | -11.5% |
| 3M | -7.1% | -3.5% | -3.6% | -3.5% |
| 6M | -8.7% | +0.5% | -9.2% | -9.7% |
| YTD | +66.9% | +10.8% | +56.1% | +48.3% |
| 1Y | +78.1% | +11.9% | +66.2% | +56.4% |
| 3Y | +245.4% | +73.0% | +172.4% | +87.0% |
| 5Y | +99.3% | +58.6% | +40.7% | +18.9% |
| 10Y | -99.6% | +219.2% | -318.8% | -99.8% |
| All | -99.6% | +217.6% | -317.2% | -99.8% |
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