-38.8%
SHAK vs VEU
+23.8%
-62.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.1% | +2.1% |
| 7D | -8.3% | -1.4% | -6.9% | -6.9% |
| 30D | -12.6% | -0.4% | -12.2% | -12.1% |
| 3M | +9.1% | +2.5% | +6.6% | +6.2% |
| 6M | -31.2% | +11.1% | -42.4% | -39.1% |
| YTD | -21.6% | +16.5% | -38.1% | -35.3% |
| 1Y | -38.8% | +22.9% | -61.7% | -54.1% |
| All | -38.8% | +23.8% | -62.6% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling