-45.5%
SHPU price history and return analytics
+22.6%
-68.1%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.5% | -0.1% |
| 7D | -5.6% | -0.7% | -4.9% | -2.7% |
| 30D | -33.4% | -1.7% | -31.7% | -28.0% |
| 3M | -13.4% | -2.3% | -11.1% | -3.0% |
| 6M | +70.4% | +1.5% | +68.9% | +66.8% |
| YTD | -44.1% | +12.0% | -56.2% | -64.4% |
| 1Y | -43.9% | +12.9% | -56.8% | -64.8% |
| All | -45.5% | +22.6% | -68.1% | -75.6% |
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 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