+38.5%
BILL vs VOO
+171.1%
-132.6%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -3.0% | -2.7% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | +1.7% | +0.1% | +1.7% | +1.8% |
| 3M | +36.7% | +2.0% | +34.7% | +31.9% |
| 6M | +12.6% | +13.0% | -0.4% | -8.1% |
| YTD | -9.9% | +13.6% | -23.4% | -26.3% |
| 1Y | +5.3% | +20.1% | -14.8% | -21.2% |
| 3Y | -57.8% | +77.6% | -135.3% | -82.5% |
| 5Y | -83.5% | +82.4% | -165.9% | -92.8% |
| All | +38.5% | +171.1% | -132.6% | -56.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling