-84.7%
BILL vs VOO
+67.9%
-152.6%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.7% | +2.4% |
| 7D | +8.5% | -2.7% | +11.2% | +14.2% |
| 30D | +19.1% | -5.4% | +24.5% | +32.4% |
| 3M | +11.5% | -4.1% | +15.6% | +20.3% |
| 6M | +41.4% | +0.7% | +40.6% | +36.4% |
| YTD | -3.9% | +8.7% | -12.6% | -20.8% |
| 1Y | +18.1% | +11.0% | +7.2% | -6.7% |
| 3Y | -14.7% | +75.5% | -90.2% | -76.3% |
| All | -84.7% | +67.9% | -152.6% | -94.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling