+0.6%
SHAK vs VEU
+73.8%
-73.2%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.1% | +1.9% |
| 7D | -8.3% | -1.4% | -6.9% | -6.6% |
| 30D | -12.6% | -0.4% | -12.2% | -12.0% |
| 3M | +9.1% | +2.5% | +6.6% | +5.4% |
| 6M | -31.2% | +11.1% | -42.4% | -40.0% |
| YTD | -21.6% | +16.5% | -38.1% | -36.0% |
| 1Y | -38.8% | +22.9% | -61.7% | -53.6% |
| 3Y | +0.6% | +73.4% | -72.8% | -55.1% |
| All | +0.6% | +73.8% | -73.2% | -55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling