+51.4%
BILL vs VT
+124.2%
-72.8%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.7% |
| 7D | +7.9% | -0.1% | +8.0% | +7.9% |
| 30D | +19.9% | -3.1% | +22.9% | +25.8% |
| 3M | +9.1% | -3.5% | +12.6% | +15.0% |
| 6M | +28.5% | +0.5% | +28.0% | +24.9% |
| YTD | -1.5% | +10.8% | -12.2% | -18.9% |
| 1Y | +13.9% | +11.9% | +2.0% | -7.8% |
| 3Y | -4.9% | +73.0% | -77.8% | -62.6% |
| 5Y | -83.6% | +58.6% | -142.2% | -91.9% |
| All | +51.4% | +124.2% | -72.8% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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