+53.4%
BHP vs VYM
+21.8%
+31.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +0.6% |
| 7D | -2.5% | +1.2% | -3.7% | -4.3% |
| 30D | -7.7% | +5.2% | -12.9% | -15.3% |
| 3M | -6.4% | +0.5% | -6.9% | -7.0% |
| 6M | +5.2% | +7.7% | -2.5% | -7.1% |
| YTD | +38.3% | +17.2% | +21.1% | +10.1% |
| 1Y | +53.4% | +21.7% | +31.7% | +18.4% |
| All | +53.4% | +21.8% | +31.6% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling