+1,142.3%
VST vs BHP
+345.2%
+797.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.6% | +1.3% |
| 7D | +10.9% | +2.4% | +8.5% | +10.2% |
| 30D | -15.6% | -5.4% | -10.2% | -13.9% |
| 3M | -7.8% | -6.9% | -0.9% | -5.6% |
| 6M | -12.0% | -4.3% | -7.6% | -11.2% |
| YTD | -16.9% | +41.6% | -58.5% | -27.3% |
| 1Y | -25.1% | +53.3% | -78.4% | -36.4% |
| 3Y | +297.1% | +58.4% | +238.7% | +227.1% |
| 5Y | +641.9% | +121.3% | +520.6% | +416.8% |
| 10Y | +1,142.3% | +349.0% | +793.3% | +559.5% |
| All | +1,142.3% | +345.2% | +797.1% | +559.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling