+156.3%
SHLD price history and return analytics
+75.0%
+81.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | -2.2% | +1.0% | -3.2% | -2.9% |
| 30D | -9.2% | -0.2% | -8.9% | -9.0% |
| 3M | -0.2% | +4.5% | -4.8% | -3.6% |
| 6M | -18.5% | +14.1% | -32.6% | -26.4% |
| YTD | -2.9% | +14.8% | -17.6% | -12.7% |
| 1Y | +0.7% | +21.2% | -20.4% | -12.9% |
| All | +156.3% | +75.0% | +81.3% | +72.7% |
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