+20.0%
VCIT vs BHP
+50.5%
-30.6%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.2% |
| 7D | +0.1% | +0.9% | -0.8% | 0.0% |
| 30D | +1.9% | -6.3% | +8.2% | +2.2% |
| 3M | -1.4% | -7.1% | +5.7% | -1.1% |
| 6M | -2.1% | -3.2% | +1.1% | -2.1% |
| YTD | -1.6% | +37.9% | -39.5% | -3.5% |
| 1Y | -0.9% | +49.7% | -50.6% | -3.2% |
| 3Y | +20.0% | +51.7% | -31.7% | +16.9% |
| All | +20.0% | +50.5% | -30.6% | +16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling