+1,357.8%
VSH vs BHP
+6,941.2%
-5,583.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.3% | -2.9% | -3.6% |
| 7D | +14.3% | -0.5% | +14.8% | +14.9% |
| 30D | -7.9% | -4.5% | -3.3% | -5.3% |
| 3M | -19.9% | -6.9% | -13.0% | -16.8% |
| 6M | -30.5% | -10.6% | -20.0% | -26.0% |
| YTD | +85.7% | +37.2% | +48.5% | +62.5% |
| 1Y | +98.9% | +48.0% | +50.9% | +68.3% |
| 3Y | +32.1% | +52.6% | -20.5% | +10.2% |
| 5Y | +39.7% | +116.5% | -76.8% | -4.5% |
| 10Y | +117.6% | +334.9% | -217.3% | +7.2% |
| All | +1,357.8% | +6,941.2% | -5,583.4% | +205.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling