+1,238.2%
VST vs BHP
+438.8%
+799.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.0% |
| 7D | +9.9% | +1.3% | +8.6% | +9.4% |
| 30D | +7.9% | +4.0% | +3.9% | +6.3% |
| 3M | +3.4% | +12.3% | -8.9% | -1.2% |
| 6M | -4.1% | +30.8% | -34.9% | -13.5% |
| YTD | -5.7% | +58.8% | -64.5% | -20.7% |
| 1Y | -18.9% | +76.8% | -95.7% | -34.5% |
| 3Y | +359.1% | +87.5% | +271.6% | +256.6% |
| 5Y | +766.9% | +123.9% | +643.0% | +504.4% |
| All | +1,238.2% | +438.8% | +799.4% | +571.0% |
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