+30.6%
VCIT vs BHP
+363.1%
-332.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.7% | -0.1% |
| 7D | +0.7% | +3.5% | -2.8% | +0.6% |
| 30D | +1.8% | -4.5% | +6.3% | +2.0% |
| 3M | -1.6% | -6.4% | +4.8% | -1.3% |
| 6M | -2.1% | -0.1% | -2.0% | -2.2% |
| YTD | -1.6% | +43.0% | -44.6% | -3.0% |
| 1Y | -0.8% | +56.5% | -57.3% | -2.6% |
| 3Y | +19.9% | +62.0% | -42.1% | +17.4% |
| 5Y | +3.3% | +130.4% | -127.1% | -0.1% |
| 10Y | +30.6% | +349.1% | -318.4% | +23.4% |
| All | +30.6% | +363.1% | -332.5% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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