+39.4%
SHEL vs VNQ
+7.2%
+32.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.8% |
| 7D | +4.1% | -1.3% | +5.4% | +4.2% |
| 30D | +8.4% | -2.6% | +11.0% | +8.7% |
| 3M | +13.7% | -2.0% | +15.7% | +13.8% |
| 6M | +12.7% | +4.3% | +8.4% | +11.2% |
| YTD | +35.3% | +9.2% | +26.1% | +30.1% |
| 1Y | +39.4% | +5.6% | +33.8% | +34.8% |
| All | +39.4% | +7.2% | +32.1% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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