+476.4%
BHP vs VO
+200.3%
+276.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.0% |
| 7D | -3.6% | -1.5% | -2.1% | -2.1% |
| 30D | -1.2% | -3.0% | +1.9% | +1.9% |
| 3M | +1.2% | +2.8% | -1.6% | -1.6% |
| 6M | +21.4% | +10.9% | +10.5% | +10.0% |
| YTD | +50.4% | +12.5% | +38.0% | +34.6% |
| 1Y | +67.5% | +12.0% | +55.5% | +50.5% |
| 3Y | +72.8% | +56.3% | +16.5% | +10.4% |
| 5Y | +112.6% | +42.9% | +69.7% | +46.7% |
| All | +476.4% | +200.3% | +276.2% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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