+715.8%
VTV vs BHP
+1,583.6%
-867.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -0.7% | +0.9% | -1.6% | -1.0% |
| 30D | -0.5% | +4.0% | -4.5% | -2.0% |
| 3M | +5.3% | +11.3% | -5.9% | +0.9% |
| 6M | +12.9% | +29.3% | -16.5% | +2.0% |
| YTD | +18.5% | +59.2% | -40.7% | -0.9% |
| 1Y | +25.3% | +80.8% | -55.6% | -0.1% |
| 3Y | +68.2% | +88.0% | -19.8% | +29.5% |
| 5Y | +80.6% | +126.6% | -46.0% | +25.3% |
| 10Y | +232.9% | +515.7% | -282.8% | +52.9% |
| All | +715.8% | +1,583.6% | -867.8% | +157.6% |
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