+66.6%
VT vs BHP
+115.8%
-49.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.4% | -2.9% | +3.3% | +1.4% |
| 30D | +1.0% | +3.4% | -2.4% | -0.2% |
| 3M | +2.4% | +4.1% | -1.7% | +0.7% |
| 6M | +12.0% | +20.6% | -8.6% | +4.8% |
| YTD | +15.3% | +56.1% | -40.7% | -0.8% |
| 1Y | +22.6% | +69.6% | -47.0% | +2.4% |
| 3Y | +74.7% | +78.8% | -4.1% | +40.6% |
| All | +66.6% | +115.8% | -49.2% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling