+5.1%
VUG vs BHP
+46.1%
-41.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.3% | -0.6% |
| 7D | +2.5% | -0.5% | +3.0% | +2.7% |
| 30D | -6.3% | -4.5% | -1.7% | -5.1% |
| 3M | -6.0% | -6.9% | +0.8% | -4.5% |
| 6M | -3.5% | -10.6% | +7.0% | -1.4% |
| YTD | +3.9% | +37.2% | -33.3% | -3.8% |
| 1Y | +5.1% | +48.0% | -42.9% | -5.1% |
| All | +5.1% | +46.1% | -41.0% | -5.1% |
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