+2,654.7%
SHW price history and return analytics
+346.0%
+2,308.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | +3.5% | -2.3% | +5.8% | +5.4% |
| 30D | +9.2% | -5.0% | +14.2% | +13.4% |
| 3M | -5.1% | -4.9% | -0.2% | -1.5% |
| 6M | +6.8% | -1.5% | +8.4% | +7.9% |
| YTD | +7.0% | +8.5% | -1.5% | +0.6% |
| 1Y | +4.1% | +11.4% | -7.3% | -4.0% |
| 3Y | +41.1% | +70.1% | -29.0% | -5.1% |
| 5Y | +12.9% | +53.7% | -40.9% | -18.3% |
| 10Y | +366.3% | +220.0% | +146.4% | +104.3% |
| All | +2,654.7% | +346.0% | +2,308.7% | +1,023.1% |
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