+20.3%
BIL vs VSH
+38.9%
-18.7%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | 0.0% |
| 7D | +0.1% | +14.3% | -14.3% | +0.1% |
| 30D | +0.3% | -7.9% | +8.2% | +0.3% |
| 3M | +1.0% | -19.9% | +20.8% | +1.0% |
| 6M | +1.9% | -30.5% | +32.4% | +1.9% |
| YTD | +3.2% | +85.7% | -82.5% | +3.2% |
| 1Y | +3.7% | +98.9% | -95.2% | +3.7% |
| 3Y | +13.8% | +32.1% | -18.3% | +13.8% |
| All | +20.3% | +38.9% | -18.7% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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