+7.1%
VG vs BHP
+73.4%
-66.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.5% |
| 7D | +1.7% | -2.9% | +4.6% | +0.8% |
| 30D | +16.0% | +3.4% | +12.6% | +17.4% |
| 3M | +9.7% | +4.1% | +5.7% | +12.3% |
| 6M | +29.6% | +20.6% | +9.0% | +41.1% |
| YTD | +112.0% | +56.1% | +56.0% | +88.9% |
| All | +7.1% | +73.4% | -66.3% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling