+48.9%
SHYL price history and return analytics
+147.7%
-98.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.1% |
| 7D | -0.5% | -2.0% | +1.5% | +0.1% |
| 30D | -0.3% | -1.4% | +1.1% | +0.1% |
| 3M | +0.7% | +4.7% | -4.1% | -0.7% |
| 6M | +1.6% | +11.4% | -9.7% | -1.6% |
| YTD | +1.6% | +13.1% | -11.4% | -2.1% |
| 1Y | +3.3% | +19.0% | -15.7% | -2.0% |
| 3Y | +24.9% | +73.9% | -49.0% | +5.3% |
| 5Y | +26.3% | +65.4% | -39.1% | +7.1% |
| All | +48.9% | +147.7% | -98.8% | +9.0% |
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