+77.3%
VOO vs SHEL
+70.5%
+6.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -0.8% | +4.1% | -4.9% | -1.6% |
| 30D | -1.1% | +8.4% | -9.5% | -2.7% |
| 3M | +3.9% | +13.7% | -9.8% | +1.1% |
| 6M | +13.6% | +12.7% | +0.9% | +10.4% |
| YTD | +12.7% | +35.3% | -22.6% | +3.7% |
| 1Y | +17.6% | +39.4% | -21.8% | +7.1% |
| 3Y | +77.3% | +71.5% | +5.9% | +50.7% |
| All | +77.3% | +70.5% | +6.8% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 3y: compounded portfolio wealth divided by compounded SHEL 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…
3y analysis · Full analysis span regression · 6 months rolling