+63.4%
VSH vs BHP
+53.4%
+9.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.6% | -7.6% | -7.4% |
| 7D | -13.6% | -2.5% | -11.1% | -11.7% |
| 30D | -30.4% | -7.7% | -22.6% | -24.9% |
| 3M | -33.3% | -6.4% | -26.9% | -29.9% |
| 6M | -15.1% | +5.2% | -20.2% | -17.8% |
| YTD | +80.2% | +38.3% | +41.9% | +34.4% |
| 1Y | +63.4% | +53.4% | +10.0% | +3.9% |
| All | +63.4% | +53.4% | +9.9% | +3.9% |
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