+954.4%
VTI vs BHP
+3,283.5%
-2,329.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.1% |
| 7D | +0.6% | +1.3% | -0.6% | +0.2% |
| 30D | -1.1% | +4.0% | -5.1% | -2.5% |
| 3M | +3.9% | +12.3% | -8.4% | -0.6% |
| 6M | +14.6% | +30.8% | -16.2% | +3.6% |
| YTD | +13.3% | +58.8% | -45.5% | -4.5% |
| 1Y | +19.2% | +76.8% | -57.7% | -3.5% |
| 3Y | +77.4% | +87.5% | -10.1% | +38.5% |
| 5Y | +74.0% | +123.9% | -49.9% | +23.9% |
| 10Y | +294.6% | +504.4% | -209.7% | +91.2% |
| All | +954.4% | +3,283.5% | -2,329.1% | +187.4% |
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