+990.1%
VZ vs BHP
+7,909.4%
-6,919.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | +0.1% | -2.9% | +3.0% | +0.6% |
| 30D | +7.9% | +3.4% | +4.5% | +7.2% |
| 3M | +13.6% | +4.1% | +9.6% | +12.3% |
| 6M | +1.1% | +20.6% | -19.5% | -3.0% |
| YTD | +29.3% | +56.1% | -26.8% | +17.9% |
| 1Y | +21.2% | +69.6% | -48.4% | +8.7% |
| 3Y | +75.9% | +78.8% | -2.9% | +54.4% |
| 5Y | +24.1% | +113.1% | -89.0% | +3.2% |
| 10Y | +62.4% | +505.9% | -443.5% | +5.9% |
| All | +990.1% | +7,909.4% | -6,919.3% | +302.2% |
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 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