-58.0%
SHPU price history and return analytics
+23.7%
-81.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +2.2% |
| 7D | -25.7% | -2.0% | -23.7% | -20.4% |
| 30D | -33.3% | -1.4% | -31.8% | -29.3% |
| 3M | +21.9% | +4.7% | +17.2% | +3.5% |
| 6M | -25.7% | +11.4% | -37.1% | -52.2% |
| YTD | -56.9% | +13.1% | -70.0% | -74.1% |
| 1Y | -49.2% | +19.0% | -68.2% | -74.8% |
| All | -58.0% | +23.7% | -81.7% | -82.2% |
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