+51.4%
BILL vs VOO
+164.7%
-113.3%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.4% |
| 7D | +7.9% | -0.6% | +8.5% | +8.6% |
| 30D | +19.9% | -3.6% | +23.5% | +26.6% |
| 3M | +9.1% | -2.7% | +11.8% | +13.4% |
| 6M | +28.5% | +2.2% | +26.2% | +22.6% |
| YTD | -1.5% | +10.9% | -12.4% | -16.9% |
| 1Y | +13.9% | +11.3% | +2.6% | -4.4% |
| 3Y | -4.9% | +76.9% | -81.8% | -60.6% |
| 5Y | -83.6% | +73.5% | -157.1% | -92.4% |
| All | +51.4% | +164.7% | -113.3% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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