Democratic · Senate · RI
Sheldon Whitehouse's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.
Portfolio Value
$17.0M
Unrealized P&L
$15.7M
+1218.2%
Realized P&L
$589K
Open Positions
64
Performance vs S&P 500
1M
+5.0%
SPY +0.6%
α +4.5%
3M
+8.9%
SPY +4.6%
α +4.3%
6M
+31.9%
SPY +21.1%
α +10.8%
1Y
+28.1%
SPY +15.8%
α +12.4%
3Y
+258.1%
SPY +80.4%
α +177.7%
5Y
+325.7%
SPY +73.1%
α +252.7%
All
+1312.7%
SPY +329.9%
α +982.9%
Head-to-head with S&P 500
Live Holdings64 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 53,063 | $225.28 | $12.0M | +15161.6% | |
| 3,872 | $307.48 | $1.2M | +2415.1% | |
| 1,361 | $390.52 | $532K | +2606.9% | |
| 3,121 | $110.39 | $344K | +289.2% | |
| 1,337 | $249.47 | $334K | +410.8% | |
| 887 | $361.19 | $321K | +561.7% | |
| 646 | $408.01 | $264K | +159.7% | |
| 714 | $338.11 | $241K | +905.9% | |
| 638 | $337.75 | $216K | +392.2% | |
| 455 | $383.65 | $174K | +381.1% | |
| 109 | $1156.09 | $126K | +73.2% | |
| 844 | $106.33 | $90K | +274.0% | |
| 357 | $233.20 | $83K | +58.6% | |
| 149 | $524.30 | $78K | +140.9% | |
| 1,078 | $71.45 | $77K | +663.4% | |
| 114 | $559.61 | $64K | +400.7% | |
| 711 | $87.94 | $63K | +56.4% | |
| 82 | $740.60 | $61K | +661.9% | |
| 1,003 | $55.93 | $56K | +250.6% | |
| 275 | $196.19 | $54K | +130.9% | |
TW TWTR | 1,042 | $49.89 | $52K | +216.4% |
| 257 | $182.43 | $47K | +44.2% | |
| 261 | $165.42 | $43K | +174.7% | |
| 173 | $192.07 | $33K | +314.9% | |
| 230 | $142.58 | $33K | +37.6% | |
| 217 | $132.13 | $29K | +93.3% | |
| 193 | $147.35 | $28K | +78.0% | |
| 180 | $144.47 | $26K | +219.0% | |
| 168 | $150.25 | $25K | +99.8% | |
| 288 | $86.17 | $25K | +55.2% | |
| 239 | $103.23 | $25K | +6.7% | |
| 363 | $64.08 | $23K | +42.1% | |
| 216 | $97.32 | $21K | +169.9% | |
| 92 | $208.07 | $19K | +184.7% | |
| 38 | $499.77 | $19K | +110.0% | |
| 137 | $129.86 | $18K | +23.6% | |
| 18 | $937.32 | $17K | +110.2% | |
| 79 | $199.56 | $16K | -8.0% | |
| 58 | $273.16 | $16K | +96.8% | |
VD VDC | 70 | $222.91 | $16K | +95.0% |
CM CMRE | 996 | $14.68 | $15K | -0.9% |
| 412 | $32.23 | $13K | +66.0% | |
| 76 | $174.67 | $13K | +65.7% | |
| 148 | $81.64 | $12K | +50.7% | |
| 94 | $117.86 | $11K | +37.9% | |
| 167 | $58.69 | $10K | +14.8% | |
| 167 | $46.60 | $8K | +38.7% | |
| 43 | $168.90 | $7K | -9.2% | |
| 80 | $70.22 | $6K | -29.4% | |
HY HYT | 662 | $7.79 | $5K | -35.5% |
| 384 | $12.98 | $5K | +40.1% | |
| 56 | $77.09 | $4K | +237.5% | |
| 118 | $36.63 | $4K | -5.5% | |
| 14 | $288.08 | $4K | +27.1% | |
| 34 | $111.02 | $4K | -37.7% | |
| 624 | $5.68 | $4K | -87.6% | |
| 178 | $17.27 | $3K | -61.6% | |
| 22 | $131.44 | $3K | +245.7% | |
| 25 | $103.13 | $3K | +159.1% | |
| 10 | $164.13 | $2K | +311.1% | |
| 3 | $297.56 | $1K | -11.4% | |
GP GPRO | 356 | $1.32 | $469 | -97.1% |
| 12 | $20.32 | $236 | -75.4% | |
| 0 | $66.73 | $33 | +9.9% |
About this simulation
This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →
