+126.6%
BHP vs VO
+42.2%
+84.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +1.0% |
| 7D | +0.9% | -0.6% | +1.5% | +1.4% |
| 30D | +4.0% | -1.9% | +6.0% | +5.8% |
| 3M | +11.3% | +3.3% | +8.0% | +8.1% |
| 6M | +29.3% | +9.7% | +19.6% | +19.6% |
| YTD | +59.2% | +12.6% | +46.6% | +44.3% |
| 1Y | +80.8% | +13.6% | +67.2% | +62.6% |
| 3Y | +88.0% | +56.8% | +31.2% | +28.6% |
| 5Y | +126.6% | +42.3% | +84.4% | +61.5% |
| All | +126.6% | +42.2% | +84.4% | +61.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling