+13.3%
VT vs BHP
+46.1%
-32.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.1% |
| 7D | +2.4% | -0.5% | +2.9% | +2.5% |
| 30D | -1.5% | -4.5% | +3.0% | -0.3% |
| 3M | -4.1% | -6.9% | +2.8% | -2.5% |
| 6M | +0.6% | -10.6% | +11.1% | +2.9% |
| YTD | +11.0% | +37.2% | -26.2% | +1.4% |
| 1Y | +13.3% | +48.0% | -34.7% | +1.0% |
| All | +13.3% | +46.1% | -32.8% | +1.0% |
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 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