+908.7%
VZ vs BHP
+6,976.6%
-6,067.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.2% |
| 7D | +2.1% | +0.9% | +1.2% | +2.0% |
| 30D | +1.4% | -6.3% | +7.6% | +2.4% |
| 3M | -1.3% | -7.1% | +5.9% | -0.3% |
| 6M | -0.5% | -3.2% | +2.7% | -0.8% |
| YTD | +19.6% | +37.9% | -18.2% | +11.3% |
| 1Y | +22.4% | +49.7% | -27.3% | +12.0% |
| 3Y | +55.9% | +51.7% | +4.2% | +40.6% |
| 5Y | +20.4% | +122.0% | -101.6% | -0.9% |
| 10Y | +66.9% | +382.4% | -315.5% | +13.3% |
| All | +908.7% | +6,976.6% | -6,067.9% | +279.4% |
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