+229.9%
SHIP price history and return analytics
+69.7%
+160.1%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.7% |
| 7D | -11.3% | -2.3% | -8.9% | -9.2% |
| 30D | -18.1% | -5.0% | -13.1% | -13.9% |
| 3M | -16.4% | -4.9% | -11.5% | -12.2% |
| 6M | -7.5% | -1.5% | -6.0% | -6.6% |
| YTD | +61.0% | +8.5% | +52.5% | +46.9% |
| 1Y | +77.9% | +11.4% | +66.5% | +57.8% |
| 3Y | +229.9% | +70.1% | +159.8% | +101.5% |
| All | +229.9% | +69.7% | +160.1% | +101.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling