+64.4%
VG vs BHP
+49.1%
+15.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.9% | +6.6% | +3.9% |
| 7D | +15.1% | +2.5% | +12.6% | +16.4% |
| 30D | -4.2% | -5.2% | +1.0% | -6.3% |
| 3M | -3.1% | -8.7% | +5.6% | -6.5% |
| 6M | +0.3% | -6.9% | +7.2% | -0.2% |
| YTD | +95.5% | +39.0% | +56.5% | +102.9% |
| 1Y | +64.4% | +48.9% | +15.5% | +64.2% |
| All | +64.4% | +49.1% | +15.4% | +64.2% |
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