+210.0%
SHEL vs VEU
+155.0%
+55.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | -0.2% |
| 7D | +4.1% | -1.4% | +5.5% | +5.6% |
| 30D | +8.4% | -0.4% | +8.8% | +8.7% |
| 3M | +13.7% | +2.5% | +11.2% | +9.9% |
| 6M | +12.7% | +11.1% | +1.6% | -1.8% |
| YTD | +35.3% | +16.5% | +18.8% | +11.7% |
| 1Y | +39.4% | +22.9% | +16.4% | +8.1% |
| 3Y | +71.5% | +73.4% | -2.0% | -12.2% |
| 5Y | +195.0% | +56.1% | +138.9% | +71.0% |
| All | +210.0% | +155.0% | +55.0% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling