+34.1%
BILL vs VOO
+169.6%
-135.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.3% |
| 7D | 0.0% | +0.5% | -0.6% | -0.8% |
| 30D | -0.8% | -0.9% | +0.1% | +0.8% |
| 3M | +35.5% | +3.9% | +31.6% | +27.1% |
| 6M | +5.6% | +14.5% | -8.9% | -15.6% |
| YTD | -12.7% | +13.0% | -25.7% | -28.0% |
| 1Y | -5.2% | +19.4% | -24.6% | -28.3% |
| 3Y | -59.0% | +78.9% | -137.8% | -83.2% |
| 5Y | -84.0% | +82.3% | -166.3% | -93.0% |
| All | +34.1% | +169.6% | -135.5% | -57.2% |
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