-69.5%
SHLS price history and return analytics
+80.6%
-150.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +0.2% | +11.8% | +11.6% |
| 7D | +40.0% | -2.3% | +42.3% | +46.1% |
| 30D | +20.1% | -5.0% | +25.1% | +32.6% |
| 3M | +17.2% | -4.9% | +22.1% | +29.9% |
| 6M | +21.0% | -1.5% | +22.6% | +29.7% |
| YTD | +18.6% | +8.5% | +10.1% | +7.7% |
| 1Y | +10.2% | +11.4% | -1.2% | -3.5% |
| 3Y | -35.6% | +70.1% | -105.7% | -74.2% |
| 5Y | -68.8% | +53.7% | -122.5% | -82.5% |
| All | -69.5% | +80.6% | -150.1% | -88.4% |
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