+83.4%
SHAK vs VOO
+325.3%
-241.9%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +2.0% |
| 7D | -8.3% | -0.8% | -7.5% | -7.2% |
| 30D | -12.6% | -1.1% | -11.6% | -11.3% |
| 3M | +9.1% | +3.9% | +5.2% | +3.3% |
| 6M | -31.2% | +13.6% | -44.9% | -42.3% |
| YTD | -21.6% | +12.7% | -34.3% | -33.3% |
| 1Y | -38.8% | +17.6% | -56.4% | -50.9% |
| 3Y | +0.6% | +77.3% | -76.7% | -52.4% |
| 5Y | -22.5% | +84.1% | -106.7% | -63.9% |
| All | +83.4% | +325.3% | -241.9% | -67.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling