+219.5%
SHEL price history and return analytics
+356.5%
-137.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.6% |
| 7D | +0.8% | +2.4% | -1.6% | -1.6% |
| 30D | -3.6% | -1.5% | -2.1% | -2.5% |
| 3M | +12.0% | -4.1% | +16.2% | +16.0% |
| 6M | +19.7% | +0.6% | +19.1% | +17.4% |
| YTD | +39.6% | +11.0% | +28.6% | +22.9% |
| 1Y | +36.4% | +13.3% | +23.1% | +17.5% |
| 3Y | +70.2% | +73.4% | -3.2% | -6.7% |
| 5Y | +169.2% | +57.4% | +111.8% | +60.3% |
| 10Y | +217.1% | +221.7% | -4.6% | -7.3% |
| All | +219.5% | +356.5% | -137.0% | -42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling