+43.3%
SHEL vs VSXY
+210.1%
-166.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +8.4% | -10.6% | -2.0% |
| 7D | -3.2% | +14.2% | -17.4% | -2.7% |
| 30D | +5.5% | +21.9% | -16.3% | +6.2% |
| 3M | +14.4% | +22.1% | -7.8% | +15.3% |
| 6M | +16.2% | +116.7% | -100.5% | +20.0% |
| YTD | +42.4% | +101.1% | -58.7% | +46.6% |
| 1Y | +43.3% | +208.0% | -164.8% | +47.3% |
| All | +43.3% | +210.1% | -166.9% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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