-57.7%
SHPU price history and return analytics
+24.8%
-82.5%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -0.6% | -10.2% | -8.8% |
| 7D | -21.1% | -0.1% | -21.0% | -20.2% |
| 30D | -35.1% | -0.7% | -34.4% | -32.9% |
| 3M | +17.6% | +4.0% | +13.6% | +3.0% |
| 6M | -29.9% | +12.3% | -42.2% | -56.0% |
| YTD | -56.7% | +14.0% | -70.7% | -74.6% |
| 1Y | -49.9% | +20.3% | -70.2% | -76.1% |
| All | -57.7% | +24.8% | -82.5% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling