+317.6%
VOO vs BHP
+496.8%
-179.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -0.8% | -3.6% | +2.8% | +0.4% |
| 30D | -1.1% | -1.2% | +0.1% | -0.9% |
| 3M | +3.9% | +1.2% | +2.7% | +2.9% |
| 6M | +13.6% | +21.4% | -7.8% | +5.1% |
| YTD | +12.7% | +50.4% | -37.7% | -3.8% |
| 1Y | +17.6% | +67.5% | -49.9% | -3.7% |
| 3Y | +77.3% | +72.8% | +4.5% | +40.6% |
| 5Y | +84.1% | +112.6% | -28.5% | +30.0% |
| All | +317.6% | +496.8% | -179.3% | +102.0% |
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