+1,636.0%
VSH vs BHP
+7,909.4%
-6,273.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.8% | +4.6% |
| 7D | +4.1% | -2.9% | +7.0% | +5.5% |
| 30D | -4.2% | +3.4% | -7.5% | -5.8% |
| 3M | -50.0% | +4.1% | -54.0% | -50.7% |
| 6M | +80.2% | +20.6% | +59.6% | +66.4% |
| YTD | +121.1% | +56.1% | +65.0% | +80.9% |
| 1Y | +112.0% | +69.6% | +42.4% | +67.2% |
| 3Y | +22.5% | +78.8% | -56.3% | -5.8% |
| 5Y | +64.0% | +113.1% | -49.0% | +11.6% |
| 10Y | +170.4% | +505.9% | -335.5% | +13.8% |
| All | +1,636.0% | +7,909.4% | -6,273.4% | +240.3% |
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