-38.8%
SHAK price history and return analytics
+19.6%
-58.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.0% |
| 7D | -8.3% | -1.1% | -7.2% | -6.9% |
| 30D | -12.6% | -1.0% | -11.7% | -11.4% |
| 3M | +9.1% | +3.2% | +6.0% | +4.7% |
| 6M | -31.2% | +12.5% | -43.7% | -42.5% |
| YTD | -21.6% | +14.1% | -35.6% | -35.4% |
| 1Y | -38.8% | +18.9% | -57.7% | -53.8% |
| All | -38.8% | +19.6% | -58.4% | -53.8% |
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