+210.0%
SHEL price history and return analytics
+229.8%
-19.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | 0.0% |
| 7D | +4.1% | -1.1% | +5.2% | +5.2% |
| 30D | +8.4% | -1.0% | +9.4% | +9.3% |
| 3M | +13.7% | +3.2% | +10.6% | +9.7% |
| 6M | +12.7% | +12.5% | +0.2% | -1.1% |
| YTD | +35.3% | +14.1% | +21.2% | +17.0% |
| 1Y | +39.4% | +18.9% | +20.5% | +15.3% |
| 3Y | +71.5% | +74.1% | -2.6% | -6.6% |
| 5Y | +195.0% | +66.9% | +128.2% | +66.1% |
| All | +210.0% | +229.8% | -19.8% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling