+36.4%
SHEL vs VO
+14.1%
+22.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.8% | +3.1% | -2.3% | +0.8% |
| 30D | -3.6% | +2.2% | -5.8% | -3.5% |
| 3M | +12.0% | -2.5% | +14.5% | +12.2% |
| 6M | +19.7% | +7.0% | +12.7% | +18.7% |
| YTD | +39.6% | +14.0% | +25.6% | +37.0% |
| 1Y | +36.4% | +15.6% | +20.8% | +33.3% |
| All | +36.4% | +14.1% | +22.3% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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