+247.6%
BHP vs VOO
+812.0%
-564.4%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.4% |
| 7D | +1.3% | +0.5% | +0.7% | +0.6% |
| 30D | +4.0% | -0.9% | +4.9% | +5.0% |
| 3M | +12.3% | +3.9% | +8.4% | +7.5% |
| 6M | +30.8% | +14.5% | +16.3% | +12.3% |
| YTD | +58.8% | +13.0% | +45.8% | +38.7% |
| 1Y | +76.8% | +19.4% | +57.4% | +44.7% |
| 3Y | +87.5% | +78.9% | +8.6% | -6.7% |
| 5Y | +123.9% | +82.3% | +41.6% | +6.6% |
| 10Y | +504.4% | +314.2% | +190.2% | -7.5% |
| All | +247.6% | +812.0% | -564.4% | -83.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling