+62.0%
BHP vs VT
+74.1%
-12.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +0.4% |
| 7D | +3.5% | +0.4% | +3.1% | +2.9% |
| 30D | -4.5% | -2.6% | -1.9% | -1.3% |
| 3M | -6.4% | -3.2% | -3.1% | -2.4% |
| 6M | -0.1% | +0.9% | -1.0% | -0.7% |
| YTD | +43.0% | +11.3% | +31.7% | +27.3% |
| 1Y | +56.5% | +14.0% | +42.5% | +35.7% |
| 3Y | +62.0% | +75.8% | -13.8% | -22.8% |
| All | +62.0% | +74.1% | -12.1% | -22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling