+48.0%
BHP vs VO
+14.1%
+33.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -0.5% | +3.1% | -3.6% | -4.7% |
| 30D | -4.5% | +2.2% | -6.7% | -7.7% |
| 3M | -6.9% | -2.5% | -4.4% | -3.2% |
| 6M | -10.6% | +7.0% | -17.5% | -19.5% |
| YTD | +37.2% | +14.0% | +23.2% | +13.6% |
| 1Y | +48.0% | +15.6% | +32.4% | +20.8% |
| All | +48.0% | +14.1% | +33.9% | +20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling