-58.4%
BILL vs VT
+75.0%
-133.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -2.3% | +0.4% | -2.7% | -2.9% |
| 30D | +1.7% | +1.0% | +0.8% | +0.3% |
| 3M | +36.7% | +2.4% | +34.3% | +30.9% |
| 6M | +12.6% | +12.0% | +0.6% | -8.0% |
| YTD | -9.9% | +15.3% | -25.2% | -29.4% |
| 1Y | +5.3% | +22.6% | -17.3% | -25.5% |
| All | -58.4% | +75.0% | -133.4% | -81.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling