+13.5%
VT vs SHAK
-24.1%
+37.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +0.3% |
| 7D | -1.6% | +8.7% | -10.3% | -2.3% |
| 30D | -2.5% | +15.0% | -17.5% | -3.6% |
| 3M | -1.3% | +8.3% | -9.6% | -2.1% |
| 6M | +3.1% | -28.7% | +31.8% | +6.3% |
| YTD | +10.9% | -13.6% | +24.5% | +11.4% |
| All | +13.5% | -24.1% | +37.6% | +18.2% |
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