+337.9%
VTI vs SHAK
+31.3%
+306.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.3% |
| 7D | -2.0% | -11.0% | +8.9% | -0.2% |
| 30D | -1.9% | -14.0% | +12.1% | +0.4% |
| 3M | +4.5% | +13.3% | -8.7% | +1.9% |
| 6M | +12.6% | -35.3% | +47.9% | +18.7% |
| YTD | +12.0% | -24.0% | +36.0% | +14.5% |
| 1Y | +17.3% | -36.7% | +54.0% | +23.3% |
| 3Y | +75.3% | -5.4% | +80.7% | +66.3% |
| 5Y | +74.0% | -24.9% | +98.9% | +65.0% |
| 10Y | +300.0% | +79.6% | +220.4% | +214.9% |
| All | +337.9% | +31.3% | +306.6% | +248.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling