-14.7%
BILL vs VOO
+75.5%
-90.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.7% | +2.5% |
| 7D | +8.5% | -2.7% | +11.2% | +12.9% |
| 30D | +19.1% | -5.4% | +24.5% | +29.3% |
| 3M | +11.5% | -4.1% | +15.6% | +18.4% |
| 6M | +41.4% | +0.7% | +40.6% | +37.7% |
| YTD | -3.9% | +8.7% | -12.6% | -17.3% |
| 1Y | +18.1% | +11.0% | +7.2% | -1.6% |
| 3Y | -14.7% | +75.5% | -90.2% | -66.5% |
| All | -14.7% | +75.5% | -90.2% | -66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling