-20.9%
VST vs BHP
+65.8%
-86.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.5% | +6.0% | +4.3% |
| 7D | +8.9% | -5.0% | +13.9% | +10.7% |
| 30D | +6.2% | +1.2% | +5.0% | +5.5% |
| 3M | -2.7% | +1.8% | -4.6% | -4.1% |
| 6M | -8.4% | +18.0% | -26.4% | -16.0% |
| YTD | -7.2% | +52.7% | -59.9% | -22.5% |
| 1Y | -20.9% | +66.0% | -86.9% | -35.7% |
| All | -20.9% | +65.8% | -86.7% | -35.7% |
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