-6.1%
VEEV vs SHAK
-34.9%
+28.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.6% | +0.2% |
| 7D | -4.6% | -8.3% | +3.7% | -3.8% |
| 30D | +8.6% | -12.6% | +21.3% | +10.0% |
| 3M | +62.4% | +9.1% | +53.3% | +59.9% |
| 6M | +40.3% | -31.2% | +71.5% | +41.1% |
| YTD | +17.5% | -21.6% | +39.1% | +16.1% |
| 1Y | -6.1% | -38.8% | +32.7% | -2.3% |
| All | -6.1% | -34.9% | +28.8% | -2.3% |
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