+4.7%
SHO price history and return analytics
+65.7%
-60.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.9% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | +1.8% | -0.7% | +2.4% | +2.5% |
| 3M | -4.4% | +4.0% | -8.4% | -9.1% |
| 6M | +19.7% | +12.3% | +7.4% | +3.4% |
| YTD | +25.1% | +14.0% | +11.1% | +5.9% |
| 1Y | +21.6% | +20.3% | +1.3% | -3.9% |
| 3Y | +35.5% | +75.4% | -39.9% | -32.9% |
| 5Y | +4.7% | +66.0% | -61.2% | -42.7% |
| All | +4.7% | +65.7% | -60.9% | -42.7% |
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