+561.7%
VTRS vs BHP
+7,637.4%
-7,075.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.6% | +0.8% |
| 7D | -3.3% | -3.7% | +0.4% | -2.3% |
| 30D | +1.4% | -0.8% | +2.2% | +1.5% |
| 3M | +4.6% | +7.6% | -3.0% | +2.0% |
| 6M | +18.1% | +20.8% | -2.7% | +10.9% |
| YTD | +34.7% | +50.8% | -16.1% | +18.6% |
| 1Y | +65.6% | +70.9% | -5.3% | +40.5% |
| 3Y | +83.8% | +78.0% | +5.8% | +52.6% |
| 5Y | +46.5% | +113.1% | -66.6% | +12.9% |
| 10Y | -48.6% | +483.0% | -531.6% | -70.6% |
| All | +561.7% | +7,637.4% | -7,075.8% | +131.0% |
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 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