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
$16.3M
Unrealized P&L
$15.0M
+1161.1%
Realized P&L
$589K
Open Positions
64
Performance vs S&P 500
1M
-0.0%
SPY -0.8%
α +0.8%
3M
+21.2%
SPY +14.0%
α +7.2%
6M
+15.6%
SPY +7.8%
α +7.8%
1Y
+46.9%
SPY +24.1%
α +22.9%
3Y
+241.7%
SPY +71.9%
α +169.8%
5Y
+334.1%
SPY +76.3%
α +257.8%
All
+1257.4%
SPY +316.8%
α +940.6%
Head-to-head with S&P 500
Live Holdings64 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 53,063 | $207.84 | $11.0M | +13980.1% | |
| 3,872 | $399.63 | $1.5M | +3168.8% | |
| 1,361 | $286.77 | $390K | +1887.8% | |
| 3,121 | $117.20 | $366K | +313.3% | |
| 1,337 | $233.41 | $312K | +377.9% | |
| 887 | $326.77 | $290K | +498.6% | |
| 714 | $348.79 | $249K | +937.6% | |
| 646 | $343.19 | $222K | +118.4% | |
| 638 | $331.58 | $212K | +383.2% | |
| 455 | $443.21 | $201K | +455.7% | |
| 109 | $1103.95 | $121K | +65.4% | |
| 844 | $121.42 | $103K | +327.1% | |
| 357 | $248.02 | $89K | +68.7% | |
| 1,078 | $72.97 | $79K | +679.6% | |
| 149 | $494.39 | $74K | +127.2% | |
| 82 | $735.84 | $61K | +657.0% | |
| 1,003 | $57.23 | $57K | +258.8% | |
| 711 | $79.92 | $57K | +42.1% | |
| 275 | $200.42 | $55K | +135.9% | |
| 114 | $484.35 | $55K | +333.3% | |
TW TWTR | 1,042 | $49.89 | $52K | +216.4% |
| 257 | $194.22 | $50K | +53.5% | |
| 261 | $180.71 | $47K | +200.1% | |
| 173 | $214.17 | $37K | +362.7% | |
| 230 | $148.60 | $34K | +43.5% | |
| 217 | $145.13 | $32K | +112.3% | |
| 180 | $174.81 | $32K | +286.0% | |
| 288 | $101.69 | $29K | +83.1% | |
| 193 | $147.90 | $29K | +78.6% | |
| 239 | $102.16 | $24K | +5.5% | |
| 363 | $65.78 | $24K | +45.8% | |
| 168 | $124.56 | $21K | +65.6% | |
| 18 | $1099.56 | $20K | +146.6% | |
| 92 | $213.17 | $20K | +191.7% | |
| 137 | $140.67 | $19K | +33.9% | |
| 216 | $87.12 | $19K | +141.6% | |
| 58 | $304.06 | $18K | +119.1% | |
| 79 | $221.38 | $17K | +2.1% | |
VD VDC | 70 | $224.90 | $16K | +96.8% |
CM CMRE | 996 | $15.38 | $15K | +3.8% |
| 38 | $369.09 | $14K | +55.1% | |
| 148 | $85.98 | $13K | +58.7% | |
| 94 | $107.87 | $10K | +26.2% | |
| 167 | $58.54 | $10K | +14.5% | |
| 76 | $128.06 | $10K | +21.5% | |
| 412 | $23.57 | $10K | +21.4% | |
| 167 | $45.38 | $8K | +35.1% | |
| 43 | $170.64 | $7K | -8.3% | |
| 80 | $83.27 | $7K | -16.3% | |
HY HYT | 662 | $8.48 | $6K | -29.8% |
| 384 | $13.97 | $5K | +50.8% | |
| 56 | $86.14 | $5K | +277.1% | |
| 118 | $37.66 | $4K | -2.8% | |
| 14 | $319.62 | $4K | +41.0% | |
| 22 | $164.27 | $4K | +332.1% | |
| 34 | $104.84 | $4K | -41.2% | |
| 624 | $5.08 | $3K | -88.9% | |
| 178 | $17.27 | $3K | -61.6% | |
| 25 | $88.15 | $2K | +121.4% | |
| 10 | $125.91 | $1K | +215.4% | |
| 3 | $326.59 | $1K | -2.7% | |
GP GPRO | 356 | $0.74 | $264 | -98.3% |
| 12 | $18.52 | $215 | -77.6% | |
| 0 | $71.26 | $35 | +17.4% |
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 →
