+30.8%
BIL vs VO
+450.9%
-420.1%
-0.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | 0.0% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | 0.0% | +2.0% | -2.0% | 0.0% |
| 3M | +0.6% | -0.3% | +0.9% | +0.6% |
| 6M | +1.5% | +7.3% | -5.8% | +1.5% |
| YTD | +2.8% | +15.0% | -12.2% | +2.8% |
| 1Y | +3.3% | +14.7% | -11.3% | +3.4% |
| 3Y | +13.4% | +67.3% | -53.9% | +13.6% |
| 5Y | +19.8% | +38.8% | -19.0% | +20.0% |
| 10Y | +25.7% | +201.6% | -175.8% | +26.2% |
| All | +30.8% | +450.9% | -420.1% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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