+477.8%
BHP price history and return analytics
+226.9%
+250.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.5% | -4.3% |
| 7D | -3.7% | -2.0% | -1.7% | -1.3% |
| 30D | -0.8% | -1.4% | +0.6% | +0.9% |
| 3M | +7.6% | +4.7% | +2.9% | +1.9% |
| 6M | +20.8% | +11.4% | +9.4% | +6.9% |
| YTD | +50.8% | +13.1% | +37.7% | +31.3% |
| 1Y | +70.9% | +19.0% | +51.9% | +40.0% |
| 3Y | +78.0% | +73.9% | +4.1% | -8.3% |
| 5Y | +113.1% | +65.4% | +47.7% | +16.7% |
| All | +477.8% | +226.9% | +250.9% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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