+255.6%
SHOC price history and return analytics
+102.4%
+153.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.1% |
| 7D | -8.0% | -0.1% | -7.9% | -7.3% |
| 30D | -21.4% | -3.1% | -18.4% | -15.7% |
| 3M | -18.0% | -3.5% | -14.5% | -11.0% |
| 6M | -18.0% | +0.5% | -18.5% | -16.4% |
| YTD | +26.9% | +10.8% | +16.1% | +8.3% |
| 1Y | +26.3% | +11.9% | +14.4% | +6.1% |
| 3Y | +162.4% | +73.0% | +89.5% | +5.4% |
| All | +255.6% | +102.4% | +153.2% | +9.6% |
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 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