+19.4%
BILT vs VT
+21.0%
-1.6%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +1.3% |
| 7D | 0.0% | +0.4% | -0.4% | -0.1% |
| 30D | +6.2% | -2.6% | +8.8% | +6.8% |
| 3M | +1.6% | -3.2% | +4.9% | +2.3% |
| 6M | +2.0% | +0.9% | +1.1% | +1.6% |
| YTD | +14.8% | +11.3% | +3.5% | +11.1% |
| 1Y | +15.0% | +14.0% | +1.0% | +10.5% |
| All | +19.4% | +21.0% | -1.6% | +12.3% |
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 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