+19.0%
BILS vs VOO
+141.5%
-122.5%
-0.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | 0.0% | -0.6% | +0.6% | 0.0% |
| 30D | 0.0% | -3.6% | +3.6% | 0.0% |
| 3M | +0.6% | -2.7% | +3.3% | +0.6% |
| 6M | +1.5% | +2.2% | -0.8% | +1.5% |
| YTD | +2.7% | +10.9% | -8.2% | +2.7% |
| 1Y | +3.2% | +11.3% | -8.1% | +3.2% |
| 3Y | +13.4% | +76.9% | -63.5% | +13.4% |
| 5Y | +19.1% | +73.5% | -54.4% | +19.1% |
| All | +19.0% | +141.5% | -122.5% | +19.0% |
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