+96.1%
VCIT vs BHP
+189.7%
-93.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.2% |
| 7D | +0.1% | +0.9% | -0.8% | +0.1% |
| 30D | +1.9% | -6.3% | +8.2% | +2.0% |
| 3M | -1.4% | -7.1% | +5.7% | -1.3% |
| 6M | -2.1% | -3.2% | +1.1% | -2.1% |
| YTD | -1.6% | +37.9% | -39.5% | -2.2% |
| 1Y | -0.9% | +49.7% | -50.6% | -1.6% |
| 3Y | +20.0% | +51.7% | -31.7% | +19.0% |
| 5Y | +3.1% | +122.0% | -118.9% | +1.9% |
| 10Y | +28.7% | +382.4% | -353.7% | +27.0% |
| All | +96.1% | +189.7% | -93.6% | +94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling