-22.9%
SHAK vs VOO
+14.7%
-37.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +1.8% |
| 7D | +8.3% | -0.7% | +9.1% | +9.2% |
| 30D | +16.7% | -1.1% | +17.8% | +18.2% |
| 3M | +10.0% | -0.3% | +10.3% | +10.3% |
| 6M | -23.8% | +7.4% | -31.2% | -31.9% |
| YTD | -10.3% | +13.4% | -23.6% | -27.2% |
| 1Y | -22.9% | +14.8% | -37.7% | -39.0% |
| All | -22.9% | +14.7% | -37.6% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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