+1,375.7%
BHP vs VO
+833.6%
+542.1%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | -0.4% |
| 7D | +2.4% | +0.2% | +2.2% | +2.0% |
| 30D | -5.4% | +2.0% | -7.4% | -7.8% |
| 3M | -6.9% | -0.3% | -6.6% | -6.7% |
| 6M | -4.3% | +7.3% | -11.6% | -12.2% |
| YTD | +41.6% | +15.0% | +26.6% | +19.8% |
| 1Y | +53.3% | +14.7% | +38.6% | +30.0% |
| 3Y | +58.4% | +67.3% | -8.9% | -17.5% |
| 5Y | +121.3% | +38.8% | +82.5% | +41.4% |
| 10Y | +349.0% | +201.6% | +147.4% | -0.2% |
| All | +1,375.7% | +833.6% | +542.1% | -14.0% |
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