+278.9%
SHNY price history and return analytics
+88.6%
+190.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.1% |
| 7D | -6.4% | -1.1% | -5.3% | -5.3% |
| 30D | -7.8% | -1.0% | -6.8% | -6.6% |
| 3M | -0.2% | +3.2% | -3.4% | -2.6% |
| 6M | -52.6% | +12.5% | -65.1% | -56.3% |
| YTD | -28.8% | +14.1% | -42.8% | -34.3% |
| 1Y | +5.4% | +18.9% | -13.5% | -4.7% |
| 3Y | +279.8% | +74.1% | +205.8% | +200.0% |
| All | +278.9% | +88.6% | +190.3% | +228.4% |
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 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