+332.2%
BHP vs VT
+221.8%
+110.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -0.9% |
| 7D | -0.5% | +2.4% | -2.9% | -3.3% |
| 30D | -4.5% | -1.5% | -3.0% | -2.7% |
| 3M | -6.9% | -4.1% | -2.8% | -1.9% |
| 6M | -10.6% | +0.6% | -11.1% | -10.7% |
| YTD | +37.2% | +11.0% | +26.2% | +22.3% |
| 1Y | +48.0% | +13.3% | +34.7% | +28.8% |
| 3Y | +52.6% | +73.4% | -20.8% | -20.8% |
| 5Y | +116.5% | +57.4% | +59.0% | +26.6% |
| All | +332.2% | +221.8% | +110.4% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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