+800.0%
VGT vs BHP
+496.8%
+303.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -0.2% | -3.6% | +3.5% | +1.3% |
| 30D | -0.4% | -1.2% | +0.7% | -0.2% |
| 3M | +4.4% | +1.2% | +3.2% | +3.4% |
| 6M | +32.1% | +21.4% | +10.7% | +21.1% |
| YTD | +28.8% | +50.4% | -21.6% | +7.7% |
| 1Y | +35.3% | +67.5% | -32.2% | +8.1% |
| 3Y | +124.8% | +72.8% | +51.9% | +73.6% |
| 5Y | +137.9% | +112.6% | +25.3% | +62.4% |
| All | +800.0% | +496.8% | +303.1% | +313.8% |
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