-38.8%
SHAK vs VSXY
+184.3%
-223.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.1% | +0.1% | +2.9% |
| 7D | -8.3% | +0.1% | -8.4% | -8.3% |
| 30D | -12.6% | -18.7% | +6.0% | -11.0% |
| 3M | +9.1% | -4.0% | +13.1% | +9.0% |
| 6M | -31.2% | +67.5% | -98.7% | -37.6% |
| YTD | -21.6% | +39.7% | -61.2% | -26.3% |
| 1Y | -38.8% | +180.0% | -218.8% | -48.5% |
| All | -38.8% | +184.3% | -223.1% | -48.5% |
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