-34.5%
SHOE price history and return analytics
+74.2%
-108.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +2.3% |
| 7D | -9.7% | -1.1% | -8.6% | -8.2% |
| 30D | -17.8% | -1.0% | -16.9% | -16.7% |
| 3M | -26.2% | +3.2% | -29.4% | -29.5% |
| 6M | -28.8% | +12.5% | -41.3% | -39.2% |
| YTD | -22.4% | +14.1% | -36.5% | -35.4% |
| 1Y | -44.5% | +18.9% | -63.4% | -56.4% |
| 3Y | -34.5% | +74.1% | -108.5% | -70.4% |
| All | -34.5% | +74.2% | -108.7% | -70.4% |
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 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