+37.3%
SHAK vs VOO
+363.8%
-326.5%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.1% | -5.9% |
| 7D | -7.2% | -0.4% | -6.8% | -6.7% |
| 30D | -11.8% | -1.4% | -10.4% | -10.1% |
| 3M | +17.2% | +3.7% | +13.4% | +11.3% |
| 6M | -34.1% | +13.0% | -47.2% | -44.2% |
| YTD | -22.4% | +12.4% | -34.8% | -33.6% |
| 1Y | -35.9% | +18.6% | -54.5% | -49.0% |
| 3Y | -3.4% | +78.1% | -81.4% | -53.9% |
| 5Y | -25.4% | +82.3% | -107.7% | -64.3% |
| 10Y | +83.4% | +322.5% | -239.1% | -67.5% |
| All | +37.3% | +363.8% | -326.5% | -78.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling