+19.7%
BIL vs ROIV
+287.3%
-267.6%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | 0.0% |
| 7D | +0.1% | +13.3% | -13.2% | +0.1% |
| 30D | 0.0% | +14.8% | -14.8% | 0.0% |
| 3M | +0.6% | +11.9% | -11.3% | +0.6% |
| 6M | +1.5% | +42.4% | -40.9% | +1.5% |
| YTD | +2.8% | +87.4% | -84.6% | +2.8% |
| 1Y | +3.3% | +97.2% | -93.9% | +3.3% |
| 3Y | +13.4% | +375.7% | -362.3% | +13.4% |
| 5Y | +19.8% | +379.0% | -359.2% | +19.8% |
| All | +19.7% | +287.3% | -267.6% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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