+61.1%
VZ vs BHP
+509.4%
-448.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.3% |
| 7D | +0.2% | +1.3% | -1.0% | +0.1% |
| 30D | +7.1% | +4.0% | +3.2% | +6.5% |
| 3M | +12.8% | +12.3% | +0.5% | +10.9% |
| 6M | +1.8% | +30.8% | -29.0% | -2.3% |
| YTD | +30.0% | +58.8% | -28.8% | +20.9% |
| 1Y | +24.3% | +76.8% | -52.5% | +13.7% |
| 3Y | +84.3% | +87.5% | -3.2% | +65.3% |
| 5Y | +25.9% | +123.9% | -98.0% | +8.2% |
| 10Y | +61.1% | +504.4% | -443.3% | +14.2% |
| All | +61.1% | +509.4% | -448.4% | +14.2% |
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