+36.4%
SHEL price history and return analytics
+11.9%
+24.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +0.8% | +2.4% | -1.6% | +1.0% |
| 30D | -3.6% | -1.5% | -2.1% | -3.6% |
| 3M | +12.0% | -4.1% | +16.2% | +11.8% |
| 6M | +19.7% | +0.6% | +19.1% | +19.5% |
| YTD | +39.6% | +11.0% | +28.6% | +38.7% |
| 1Y | +36.4% | +13.3% | +23.1% | +34.8% |
| All | +36.4% | +11.9% | +24.5% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling