+543.1%
VEEV vs BHP
+496.8%
+46.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -4.6% | -3.6% | -1.0% | -3.8% |
| 30D | +8.6% | -1.2% | +9.8% | +8.8% |
| 3M | +62.4% | +1.2% | +61.2% | +61.0% |
| 6M | +40.3% | +21.4% | +18.8% | +31.1% |
| YTD | +17.5% | +50.4% | -32.9% | +2.3% |
| 1Y | -6.1% | +67.5% | -73.6% | -21.2% |
| 3Y | +16.7% | +72.8% | -56.1% | -5.1% |
| 5Y | -13.3% | +112.6% | -125.9% | -35.5% |
| All | +543.1% | +496.8% | +46.3% | +212.5% |
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