+948.7%
VTI vs SHEL
+419.0%
+529.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | -0.4% | +3.0% | -3.4% | -1.6% |
| 30D | -1.6% | +7.2% | -8.8% | -4.5% |
| 3M | +3.6% | +12.9% | -9.3% | -2.0% |
| 6M | +13.0% | +13.7% | -0.7% | +6.1% |
| YTD | +12.7% | +33.7% | -21.0% | -1.6% |
| 1Y | +18.4% | +37.9% | -19.5% | +1.9% |
| 3Y | +76.4% | +70.2% | +6.2% | +37.0% |
| 5Y | +73.7% | +192.3% | -118.6% | +2.7% |
| 10Y | +302.5% | +207.3% | +95.2% | +109.6% |
| All | +948.7% | +419.0% | +529.7% | +245.4% |
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