+192.5%
SHEL price history and return analytics
+63.7%
+128.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.9% |
| 7D | +3.9% | -2.0% | +5.9% | +5.2% |
| 30D | +7.0% | -1.4% | +8.4% | +7.8% |
| 3M | +12.5% | +4.7% | +7.8% | +8.9% |
| 6M | +14.8% | +11.4% | +3.4% | +6.3% |
| YTD | +34.2% | +13.1% | +21.1% | +23.0% |
| 1Y | +37.0% | +19.0% | +18.0% | +21.1% |
| 3Y | +70.9% | +73.9% | -3.1% | +14.8% |
| 5Y | +192.5% | +65.4% | +127.2% | +101.4% |
| All | +192.5% | +63.7% | +128.9% | +101.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling