+43.3%
SHEL vs VXUS
+16.4%
+26.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.0% | -4.2% | -2.2% |
| 7D | -3.2% | +0.2% | -3.3% | -3.1% |
| 30D | +5.5% | -2.3% | +7.8% | +5.7% |
| 3M | +14.4% | -2.8% | +17.2% | +14.5% |
| 6M | +16.2% | +2.6% | +13.5% | +15.2% |
| YTD | +42.4% | +12.0% | +30.4% | +36.0% |
| 1Y | +43.3% | +16.5% | +26.8% | +34.0% |
| All | +43.3% | +16.4% | +26.8% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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