+87.3%
BHP vs VLTO
+26.2%
+61.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.9% |
| 7D | +1.3% | -1.6% | +2.8% | +1.6% |
| 30D | +4.0% | -2.9% | +6.8% | +4.6% |
| 3M | +12.3% | +12.7% | -0.4% | +8.6% |
| 6M | +30.8% | +1.6% | +29.2% | +30.2% |
| YTD | +58.8% | -4.0% | +62.7% | +60.2% |
| 1Y | +76.8% | -10.2% | +87.0% | +82.1% |
| All | +87.3% | +26.2% | +61.1% | +77.1% |
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