+1,002.6%
VST vs BHP
+367.9%
+634.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.7% | +8.9% | +10.0% |
| 7D | -9.8% | +0.9% | -10.7% | -10.2% |
| 30D | -25.1% | -6.3% | -18.9% | -23.4% |
| 3M | -11.6% | -7.1% | -4.5% | -9.5% |
| 6M | -20.9% | -3.2% | -17.7% | -20.6% |
| YTD | -22.3% | +37.9% | -60.2% | -31.4% |
| 1Y | -32.0% | +49.7% | -81.7% | -41.8% |
| 3Y | +262.4% | +51.7% | +210.7% | +203.2% |
| 5Y | +563.4% | +122.0% | +441.3% | +361.3% |
| 10Y | +1,120.7% | +382.4% | +738.3% | +533.1% |
| All | +1,002.6% | +367.9% | +634.6% | +480.5% |
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