+601.8%
VEEV vs BHP
+230.0%
+371.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.6% |
| 7D | -7.1% | +0.9% | -8.0% | -7.3% |
| 30D | +11.1% | +4.0% | +7.1% | +9.8% |
| 3M | +55.5% | +11.3% | +44.3% | +50.3% |
| 6M | +33.4% | +29.3% | +4.0% | +22.7% |
| YTD | +16.8% | +59.2% | -42.4% | +0.5% |
| 1Y | -7.7% | +80.8% | -88.6% | -23.8% |
| 3Y | +18.4% | +88.0% | -69.6% | -5.3% |
| 5Y | -14.8% | +126.6% | -141.4% | -37.0% |
| 10Y | +546.5% | +515.7% | +30.8% | +233.7% |
| All | +601.8% | +230.0% | +371.8% | +311.5% |
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 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