+72.9%
SHEL vs VLTO
+26.2%
+46.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.4% | +2.6% |
| 7D | +1.9% | -1.6% | +3.5% | +2.1% |
| 30D | +8.7% | -2.9% | +11.5% | +8.9% |
| 3M | +11.0% | +12.7% | -1.7% | +9.1% |
| 6M | +14.6% | +1.6% | +13.0% | +14.2% |
| YTD | +33.3% | -4.0% | +37.3% | +33.7% |
| 1Y | +37.9% | -10.2% | +48.0% | +39.9% |
| All | +72.9% | +26.2% | +46.8% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling