-46.6%
SHMD price history and return analytics
+53.9%
-100.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.5% | +1.8% |
| 7D | +0.8% | -0.7% | +1.5% | +2.9% |
| 30D | -30.7% | -1.7% | -29.0% | -27.9% |
| 3M | -48.2% | -2.3% | -45.9% | -45.7% |
| 6M | -56.8% | +1.5% | -58.3% | -56.1% |
| YTD | -58.2% | +12.0% | -70.2% | -60.8% |
| 1Y | -55.3% | +12.9% | -68.1% | -58.1% |
| All | -46.6% | +53.9% | -100.5% | -42.5% |
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