+284.0%
SHOE price history and return analytics
+364.8%
-80.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.9% | -4.2% | -4.0% |
| 7D | -10.0% | -2.0% | -8.0% | -7.8% |
| 30D | -22.1% | -1.4% | -20.7% | -20.7% |
| 3M | -25.4% | +4.7% | -30.1% | -29.5% |
| 6M | -34.4% | +11.4% | -45.8% | -42.1% |
| YTD | -25.0% | +13.1% | -38.1% | -35.2% |
| 1Y | -46.6% | +19.0% | -65.6% | -56.4% |
| 3Y | -37.4% | +73.9% | -111.3% | -66.4% |
| 5Y | -60.7% | +65.4% | -126.1% | -77.1% |
| 10Y | +7.0% | +225.4% | -218.4% | -67.6% |
| All | +284.0% | +364.8% | -80.8% | -6.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling