+1,335.7%
BP vs VSH
+1,674.8%
-339.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.4% | -3.9% | -0.3% |
| 7D | +3.9% | +4.1% | -0.1% | +3.1% |
| 30D | +7.6% | -4.2% | +11.8% | +8.0% |
| 3M | +0.7% | -50.0% | +50.7% | +11.5% |
| 6M | +15.5% | +80.2% | -64.7% | -0.6% |
| YTD | +30.8% | +121.1% | -90.3% | +8.0% |
| 1Y | +34.3% | +112.0% | -77.7% | +11.0% |
| 3Y | +35.1% | +22.5% | +12.5% | +19.8% |
| 5Y | +126.8% | +64.0% | +62.8% | +88.2% |
| 10Y | +123.4% | +170.4% | -47.0% | +68.0% |
| All | +1,335.7% | +1,674.8% | -339.1% | +658.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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