+476.4%
BHP vs VIG
+250.0%
+226.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -1.0% |
| 7D | -3.6% | -1.1% | -2.5% | -2.4% |
| 30D | -1.2% | -2.7% | +1.6% | +1.9% |
| 3M | +1.2% | +2.5% | -1.4% | -1.6% |
| 6M | +21.4% | +9.2% | +12.2% | +10.6% |
| YTD | +50.4% | +9.8% | +40.6% | +36.2% |
| 1Y | +67.5% | +12.4% | +55.1% | +48.0% |
| 3Y | +72.8% | +55.9% | +16.9% | +5.7% |
| 5Y | +112.6% | +63.9% | +48.7% | +22.1% |
| All | +476.4% | +250.0% | +226.4% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling