-35.9%
SHAK vs VT
+20.4%
-56.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -5.7% |
| 7D | -7.2% | -0.1% | -7.1% | -6.9% |
| 30D | -11.8% | -0.7% | -11.1% | -10.9% |
| 3M | +17.2% | +4.0% | +13.2% | +10.8% |
| 6M | -34.1% | +12.3% | -46.4% | -45.0% |
| YTD | -22.4% | +14.0% | -36.4% | -36.5% |
| 1Y | -35.9% | +20.3% | -56.2% | -55.1% |
| All | -35.9% | +20.4% | -56.4% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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