+188.8%
SHEL vs VTEB
+1.2%
+187.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.8% |
| 7D | +4.1% | -0.9% | +5.0% | +4.1% |
| 30D | +8.4% | -2.5% | +10.9% | +8.4% |
| 3M | +13.7% | -3.0% | +16.7% | +13.7% |
| 6M | +12.7% | -2.1% | +14.8% | +12.6% |
| YTD | +35.3% | -1.5% | +36.8% | +35.1% |
| 1Y | +39.4% | +0.2% | +39.2% | +38.8% |
| 3Y | +71.5% | +8.6% | +62.9% | +69.4% |
| All | +188.8% | +1.2% | +187.6% | +127.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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