+0.6%
SHAK vs VOO
+77.4%
-76.8%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +1.9% |
| 7D | -8.3% | -0.8% | -7.5% | -7.1% |
| 30D | -12.6% | -1.1% | -11.6% | -11.1% |
| 3M | +9.1% | +3.9% | +5.2% | +2.6% |
| 6M | -31.2% | +13.6% | -44.9% | -43.9% |
| YTD | -21.6% | +12.7% | -34.3% | -35.0% |
| 1Y | -38.8% | +17.6% | -56.4% | -52.7% |
| 3Y | +0.6% | +77.3% | -76.7% | -58.5% |
| All | +0.6% | +77.4% | -76.8% | -58.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling