+109.9%
SHIP price history and return analytics
+59.8%
+50.1%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.1% | +4.2% | +4.2% |
| 7D | +6.6% | -0.7% | +7.3% | +7.4% |
| 30D | -11.0% | -1.7% | -9.2% | -9.4% |
| 3M | -1.1% | -2.3% | +1.2% | +1.1% |
| 6M | -2.5% | +1.5% | -4.1% | -4.3% |
| YTD | +75.8% | +12.0% | +63.8% | +56.9% |
| 1Y | +87.0% | +12.9% | +74.1% | +65.5% |
| 3Y | +263.8% | +74.9% | +188.9% | +114.0% |
| 5Y | +109.9% | +59.9% | +50.0% | +49.8% |
| All | +109.9% | +59.8% | +50.1% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling