+40.3%
BILL vs VT
+124.5%
-84.2%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.1% |
| 7D | +0.8% | -1.6% | +2.4% | +3.5% |
| 30D | +14.2% | -2.5% | +16.7% | +18.9% |
| 3M | +5.5% | -1.3% | +6.8% | +7.3% |
| 6M | +27.5% | +3.1% | +24.4% | +18.6% |
| YTD | -8.7% | +10.9% | -19.6% | -24.8% |
| 1Y | +1.3% | +12.1% | -10.8% | -17.9% |
| 3Y | -25.6% | +73.9% | -99.5% | -70.9% |
| 5Y | -83.0% | +58.0% | -141.0% | -91.6% |
| All | +40.3% | +124.5% | -84.2% | -49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling