+192.3%
SHEL vs VO
+42.2%
+150.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.7% |
| 7D | +3.0% | -0.6% | +3.6% | +3.3% |
| 30D | +7.2% | -1.9% | +9.1% | +8.2% |
| 3M | +12.9% | +3.3% | +9.6% | +10.7% |
| 6M | +13.7% | +9.7% | +4.0% | +7.7% |
| YTD | +33.7% | +12.6% | +21.1% | +24.8% |
| 1Y | +37.9% | +13.6% | +24.2% | +27.9% |
| 3Y | +70.2% | +56.8% | +13.4% | +31.0% |
| 5Y | +192.3% | +42.3% | +150.1% | +133.3% |
| All | +192.3% | +42.2% | +150.1% | +133.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling