+361.0%
BHP vs VT
+215.5%
+145.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.4% |
| 7D | +0.9% | -2.3% | +3.2% | +3.8% |
| 30D | -6.3% | -5.0% | -1.3% | -0.2% |
| 3M | -7.1% | -4.9% | -2.3% | -1.2% |
| 6M | -3.2% | -1.5% | -1.7% | -0.8% |
| YTD | +37.9% | +8.5% | +29.4% | +26.4% |
| 1Y | +49.7% | +11.4% | +38.3% | +33.0% |
| 3Y | +51.7% | +70.1% | -18.4% | -19.5% |
| 5Y | +122.0% | +53.7% | +68.3% | +33.7% |
| All | +361.0% | +215.5% | +145.4% | +8.9% |
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