+167.8%
SHOC price history and return analytics
+74.0%
+93.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.5% |
| 7D | +5.5% | +2.4% | +3.1% | +0.5% |
| 30D | -14.8% | -1.5% | -13.3% | -11.2% |
| 3M | -20.0% | -4.1% | -15.9% | -11.6% |
| 6M | -18.2% | +0.6% | -18.7% | -16.7% |
| YTD | +28.4% | +11.0% | +17.4% | +7.9% |
| 1Y | +34.0% | +13.3% | +20.6% | +8.3% |
| 3Y | +167.8% | +73.4% | +94.4% | -1.1% |
| All | +167.8% | +74.0% | +93.8% | -1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling