+67.8%
IVV vs BIL
+19.4%
+48.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -4.8% | -0.3% | -4.5% | -4.8% |
| 30D | -5.9% | 0.0% | -5.9% | -5.8% |
| 3M | -4.5% | +0.3% | -4.8% | -4.1% |
| 6M | +1.8% | +1.2% | +0.6% | +3.0% |
| YTD | +8.4% | +2.4% | +6.0% | +9.9% |
| 1Y | +9.4% | +3.0% | +6.4% | +11.0% |
| 3Y | +75.3% | +13.1% | +62.1% | +59.2% |
| 5Y | +67.8% | +19.4% | +48.4% | +34.6% |
| All | +67.8% | +19.4% | +48.4% | +34.6% |
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