+0.2%
VCIT vs SHAK
-35.2%
+35.5%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.5% | +6.3% | -0.1% |
| 7D | -0.2% | -7.2% | +7.0% | -0.1% |
| 30D | -0.5% | -11.8% | +11.3% | -0.3% |
| 3M | -0.9% | +17.2% | -18.1% | -1.2% |
| 6M | -1.9% | -34.1% | +32.2% | -1.5% |
| YTD | -1.0% | -22.4% | +21.4% | -0.6% |
| 1Y | +0.2% | -35.9% | +36.2% | +0.9% |
| All | +0.2% | -35.2% | +35.5% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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