+62.7%
BHP vs VLTO
+54.8%
+7.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | +0.9% | +5.4% | -4.5% | 0.0% |
| 30D | -6.3% | +22.3% | -28.6% | -10.0% |
| 3M | -7.1% | +19.6% | -26.7% | -10.5% |
| 6M | -3.2% | +35.2% | -38.4% | -9.8% |
| YTD | +37.9% | +17.9% | +20.0% | +33.4% |
| 1Y | +49.7% | +19.5% | +30.2% | +44.0% |
| 3Y | +51.7% | +73.9% | -22.2% | +32.9% |
| All | +62.7% | +54.8% | +7.8% | +47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling