+1,526.0%
BHP vs VO
+827.2%
+698.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | -2.9% | -0.3% | -2.6% | -2.6% |
| 30D | +3.4% | -0.3% | +3.7% | +3.7% |
| 3M | +4.1% | +2.9% | +1.1% | +0.6% |
| 6M | +20.6% | +9.3% | +11.2% | +8.6% |
| YTD | +56.1% | +14.2% | +41.9% | +33.2% |
| 1Y | +69.6% | +15.3% | +54.3% | +43.0% |
| 3Y | +78.8% | +56.2% | +22.6% | +1.6% |
| 5Y | +113.1% | +42.4% | +70.6% | +31.7% |
| 10Y | +505.9% | +194.7% | +311.1% | +39.1% |
| All | +1,526.0% | +827.2% | +698.8% | -4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling