-30.9%
SHMD price history and return analytics
+57.6%
-88.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.9% | +7.0% |
| 7D | +7.7% | +1.0% | +6.7% | +6.1% |
| 30D | -29.0% | -0.2% | -28.8% | -29.0% |
| 3M | -36.3% | +4.5% | -40.8% | -39.4% |
| 6M | -43.9% | +14.1% | -57.9% | -50.2% |
| YTD | -45.9% | +14.8% | -60.7% | -51.7% |
| 1Y | +55.8% | +21.2% | +34.6% | +37.0% |
| All | -30.9% | +57.6% | -88.6% | -29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling