-22.9%
SHAK vs VSXY
+210.1%
-233.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.4% | -4.6% | +2.9% |
| 7D | +8.3% | +14.2% | -5.9% | +6.7% |
| 30D | +16.7% | +21.9% | -5.2% | +14.1% |
| 3M | +10.0% | +22.1% | -12.2% | +7.0% |
| 6M | -23.8% | +116.7% | -140.5% | -31.9% |
| YTD | -10.3% | +101.1% | -111.4% | -19.3% |
| 1Y | -22.9% | +208.0% | -230.9% | -37.7% |
| All | -22.9% | +210.1% | -233.0% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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