+130.2%
BHP price history and return analytics
+57.5%
+72.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.6% |
| 7D | +3.8% | -0.1% | +4.0% | +3.9% |
| 30D | -6.5% | -3.1% | -3.4% | -3.1% |
| 3M | -8.5% | -3.5% | -5.0% | -4.7% |
| 6M | -2.2% | +0.5% | -2.6% | -2.1% |
| YTD | +40.0% | +10.8% | +29.2% | +26.6% |
| 1Y | +51.3% | +11.9% | +39.4% | +35.4% |
| 3Y | +56.5% | +73.0% | -16.4% | -11.5% |
| 5Y | +130.2% | +58.6% | +71.6% | +39.5% |
| All | +130.2% | +57.5% | +72.6% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling