+188.8%
SHEL vs VTV
+80.6%
+108.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.3% |
| 7D | +4.1% | -1.1% | +5.2% | +5.0% |
| 30D | +8.4% | -1.0% | +9.4% | +9.2% |
| 3M | +13.7% | +4.6% | +9.1% | +9.3% |
| 6M | +12.7% | +13.5% | -0.8% | +0.9% |
| YTD | +35.3% | +18.5% | +16.8% | +16.6% |
| 1Y | +39.4% | +22.9% | +16.5% | +16.2% |
| 3Y | +71.5% | +67.8% | +3.6% | +6.6% |
| All | +188.8% | +80.6% | +108.2% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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