+76.4%
V vs BIL
+13.4%
+63.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.8% | +0.1% | +0.7% | +1.2% |
| 30D | +9.9% | 0.0% | +10.0% | +9.3% |
| 3M | +17.5% | +0.6% | +16.9% | +18.9% |
| 6M | +33.5% | +1.5% | +31.9% | +39.1% |
| YTD | +21.6% | +2.8% | +18.8% | +31.0% |
| 1Y | +27.6% | +3.3% | +24.2% | +39.6% |
| 3Y | +76.4% | +13.4% | +63.0% | +55.9% |
| All | +76.4% | +13.4% | +63.0% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling