+68.2%
IVV vs BIL
+19.4%
+48.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.7% | -0.3% | -2.4% | -2.7% |
| 30D | -5.4% | 0.0% | -5.4% | -5.3% |
| 3M | -4.1% | +0.3% | -4.4% | -3.6% |
| 6M | +0.7% | +1.2% | -0.5% | +1.9% |
| YTD | +8.7% | +2.5% | +6.3% | +10.2% |
| 1Y | +11.0% | +3.0% | +7.9% | +12.6% |
| 3Y | +75.4% | +13.2% | +62.3% | +59.3% |
| All | +68.2% | +19.4% | +48.7% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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