+192.5%
SHEL vs VRSN
+32.1%
+160.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | +3.9% | -1.5% | +5.5% | +4.1% |
| 30D | +7.0% | +0.7% | +6.2% | +6.8% |
| 3M | +12.5% | +0.6% | +11.9% | +12.3% |
| 6M | +14.8% | +21.7% | -7.0% | +11.6% |
| YTD | +34.2% | +20.0% | +14.2% | +30.6% |
| 1Y | +37.0% | +3.2% | +33.8% | +36.5% |
| 3Y | +70.9% | +42.4% | +28.5% | +59.8% |
| 5Y | +192.5% | +33.0% | +159.6% | +172.7% |
| All | +192.5% | +32.1% | +160.5% | +172.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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