-72.7%
SHLS price history and return analytics
+80.2%
-152.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +5.8% |
| 7D | +19.1% | -4.2% | +23.3% | +28.9% |
| 30D | +5.9% | -5.8% | +11.7% | +18.8% |
| 3M | +3.6% | -5.2% | +8.9% | +15.7% |
| 6M | +10.6% | +0.1% | +10.5% | +15.1% |
| YTD | +5.8% | +8.2% | -2.4% | -3.5% |
| 1Y | -3.6% | +10.1% | -13.7% | -13.9% |
| 3Y | -43.2% | +69.7% | -112.9% | -77.1% |
| 5Y | -72.2% | +53.4% | -125.5% | -84.4% |
| All | -72.7% | +80.2% | -152.9% | -89.6% |
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