+18.7%
BILS vs VT
+107.9%
-89.2%
-0.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.3% | -2.3% | +2.1% | -0.3% |
| 30D | 0.0% | -5.0% | +5.0% | 0.0% |
| 3M | +0.3% | -4.9% | +5.2% | +0.3% |
| 6M | +1.2% | -1.5% | +2.7% | +1.2% |
| YTD | +2.4% | +8.5% | -6.1% | +2.4% |
| 1Y | +3.0% | +11.4% | -8.4% | +3.0% |
| 3Y | +13.2% | +70.1% | -56.9% | +13.2% |
| 5Y | +18.8% | +53.7% | -35.0% | +18.7% |
| All | +18.7% | +107.9% | -89.2% | +18.7% |
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