+63.9%
BHP vs VLTO
+55.4%
+8.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.7% |
| 7D | +2.5% | +0.8% | +1.6% | +2.3% |
| 30D | -5.2% | +18.7% | -23.9% | -8.4% |
| 3M | -8.7% | +21.7% | -30.4% | -12.3% |
| 6M | -6.9% | +35.8% | -42.7% | -13.2% |
| YTD | +39.0% | +18.3% | +20.7% | +34.4% |
| 1Y | +48.9% | +20.9% | +28.1% | +42.8% |
| 3Y | +55.4% | +68.8% | -13.5% | +37.0% |
| All | +63.9% | +55.4% | +8.5% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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