-83.3%
BILL vs VT
+66.2%
-149.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -2.3% | +0.4% | -2.7% | -3.1% |
| 30D | +1.7% | +1.0% | +0.8% | -0.3% |
| 3M | +36.7% | +2.4% | +34.3% | +28.1% |
| 6M | +12.6% | +12.0% | +0.6% | -14.7% |
| YTD | -9.9% | +15.3% | -25.2% | -35.5% |
| 1Y | +5.3% | +22.6% | -17.3% | -34.5% |
| 3Y | -57.8% | +74.7% | -132.5% | -88.8% |
| All | -83.3% | +66.2% | -149.5% | -94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling