+20.1%
BIL vs ROIV
+280.9%
-260.7%
-0.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | 0.0% |
| 7D | +0.1% | +9.2% | -9.1% | +0.1% |
| 30D | +0.3% | +19.9% | -19.6% | +0.3% |
| 3M | +0.9% | +10.6% | -9.7% | +0.9% |
| 6M | +1.8% | +36.1% | -34.2% | +1.8% |
| YTD | +3.1% | +84.3% | -81.1% | +3.1% |
| 1Y | +3.7% | +87.6% | -83.9% | +3.7% |
| 3Y | +13.8% | +353.9% | -340.1% | +13.8% |
| 5Y | +20.2% | +376.1% | -355.8% | +20.2% |
| All | +20.1% | +280.9% | -260.7% | +20.1% |
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