+476.4%
BHP vs VOO
+325.3%
+151.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -1.1% |
| 7D | -3.6% | -0.8% | -2.8% | -2.8% |
| 30D | -1.2% | -1.1% | -0.1% | -0.1% |
| 3M | +1.2% | +3.9% | -2.7% | -2.7% |
| 6M | +21.4% | +13.6% | +7.8% | +7.1% |
| YTD | +50.4% | +12.7% | +37.7% | +33.9% |
| 1Y | +67.5% | +17.6% | +49.9% | +42.8% |
| 3Y | +72.8% | +77.3% | -4.5% | -5.0% |
| 5Y | +112.6% | +84.1% | +28.5% | +10.9% |
| All | +476.4% | +325.3% | +151.2% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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