+2,650.9%
SHEL vs VSH
+1,390.4%
+1,260.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.2% | +5.5% | +2.1% |
| 7D | +0.8% | +14.3% | -13.6% | -1.9% |
| 30D | -3.6% | -7.9% | +4.3% | -3.2% |
| 3M | +12.0% | -19.9% | +31.9% | +14.5% |
| 6M | +19.7% | -30.5% | +50.2% | +22.0% |
| YTD | +39.6% | +85.7% | -46.0% | +16.5% |
| 1Y | +36.4% | +98.9% | -62.5% | +12.2% |
| 3Y | +70.2% | +32.1% | +38.1% | +45.6% |
| 5Y | +169.2% | +39.7% | +129.6% | +124.7% |
| 10Y | +217.1% | +117.6% | +99.5% | +140.9% |
| All | +2,650.9% | +1,390.4% | +1,260.5% | +1,200.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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