+284.1%
SHW price history and return analytics
+222.7%
+61.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | -1.1% |
| 7D | -3.2% | -0.1% | -3.1% | -3.1% |
| 30D | -11.4% | -0.7% | -10.7% | -10.8% |
| 3M | +3.5% | +4.0% | -0.5% | -0.2% |
| 6M | -3.4% | +12.3% | -15.6% | -13.2% |
| YTD | -0.3% | +14.0% | -14.4% | -11.8% |
| 1Y | -10.4% | +20.3% | -30.7% | -24.7% |
| 3Y | +21.3% | +75.4% | -54.1% | -28.6% |
| 5Y | +12.9% | +66.0% | -53.1% | -30.3% |
| 10Y | +284.1% | +228.2% | +55.9% | +17.3% |
| All | +284.1% | +222.7% | +61.4% | +17.3% |
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