-100.0%
SHIP price history and return analytics
+374.2%
-474.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +6.4% | +0.4% | +5.9% | +6.0% |
| 30D | +12.5% | +1.0% | +11.5% | +11.7% |
| 3M | +24.3% | +2.4% | +21.9% | +22.1% |
| 6M | +31.9% | +12.0% | +19.9% | +21.7% |
| YTD | +111.3% | +15.3% | +96.0% | +90.9% |
| 1Y | +141.1% | +22.6% | +118.5% | +108.8% |
| 3Y | +312.5% | +74.7% | +237.9% | +180.1% |
| 5Y | +108.6% | +66.1% | +42.5% | +47.3% |
| 10Y | -99.7% | +225.0% | -324.7% | -99.8% |
| All | -100.0% | +374.2% | -474.2% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling