+818.4%
VOO vs SHEL
+277.6%
+540.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.6% |
| 7D | -0.4% | +3.0% | -3.4% | -1.4% |
| 30D | -1.4% | +7.2% | -8.6% | -3.7% |
| 3M | +3.7% | +12.9% | -9.2% | -0.7% |
| 6M | +13.0% | +13.7% | -0.7% | +7.5% |
| YTD | +12.4% | +33.7% | -21.2% | +0.8% |
| 1Y | +18.6% | +37.9% | -19.3% | +5.1% |
| 3Y | +78.1% | +70.2% | +7.8% | +45.1% |
| 5Y | +82.3% | +192.3% | -110.1% | +19.1% |
| 10Y | +322.5% | +207.3% | +115.2% | +150.9% |
| All | +818.4% | +277.6% | +540.8% | +343.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling