+277.6%
SHEL vs VOO
+812.0%
-534.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +3.0% |
| 7D | +1.9% | +0.5% | +1.4% | +1.4% |
| 30D | +8.7% | -0.9% | +9.6% | +9.4% |
| 3M | +11.0% | +3.9% | +7.1% | +6.7% |
| 6M | +14.6% | +14.5% | 0.0% | +0.4% |
| YTD | +33.3% | +13.0% | +20.3% | +18.2% |
| 1Y | +37.9% | +19.4% | +18.4% | +15.9% |
| 3Y | +69.7% | +78.9% | -9.1% | -4.2% |
| 5Y | +190.2% | +82.3% | +107.9% | +56.5% |
| 10Y | +197.0% | +314.2% | -117.2% | -30.5% |
| All | +277.6% | +812.0% | -534.4% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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