+65.5%
VZ vs BHP
+363.1%
-297.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.4% |
| 7D | +2.2% | +3.5% | -1.2% | +1.8% |
| 30D | +10.6% | -4.5% | +15.1% | +11.1% |
| 3M | -0.6% | -6.4% | +5.7% | 0.0% |
| 6M | +0.7% | -0.1% | +0.8% | +0.2% |
| YTD | +20.6% | +43.0% | -22.4% | +13.5% |
| 1Y | +22.7% | +56.5% | -33.8% | +13.9% |
| 3Y | +57.2% | +62.0% | -4.8% | +43.6% |
| 5Y | +21.4% | +130.4% | -109.0% | +3.3% |
| 10Y | +65.5% | +349.1% | -283.6% | +25.3% |
| All | +65.5% | +363.1% | -297.6% | +25.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling