+109.7%
VSH vs BHP
+71.4%
+38.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.3% | +4.4% | +3.8% |
| 7D | +3.1% | -3.7% | +6.8% | +6.3% |
| 30D | -5.7% | -0.8% | -4.9% | -5.8% |
| 3M | -42.5% | +7.6% | -50.1% | -46.8% |
| 6M | +82.7% | +20.8% | +61.9% | +54.4% |
| YTD | +118.2% | +50.8% | +67.5% | +50.8% |
| 1Y | +109.7% | +70.9% | +38.7% | +33.2% |
| All | +109.7% | +71.4% | +38.3% | +33.2% |
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