+1,501.5%
SHEL vs VIAV
+3,187.5%
-1,686.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.5% | +4.9% | +0.9% |
| 7D | +3.9% | +11.2% | -7.3% | +2.7% |
| 30D | +7.0% | -2.6% | +9.6% | +6.9% |
| 3M | +12.5% | -20.1% | +32.6% | +14.1% |
| 6M | +14.8% | +25.8% | -11.1% | +9.6% |
| YTD | +34.2% | +109.9% | -75.7% | +20.1% |
| 1Y | +37.0% | +214.3% | -177.3% | +16.6% |
| 3Y | +70.9% | +281.6% | -210.7% | +40.0% |
| 5Y | +192.5% | +132.6% | +60.0% | +150.9% |
| 10Y | +208.5% | +396.7% | -188.2% | +143.4% |
| All | +1,501.5% | +3,187.5% | -1,686.0% | +942.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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