+99.1%
V vs BIL
+19.4%
+79.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | +0.1% |
| 7D | +2.2% | -0.3% | +2.5% | +1.4% |
| 30D | +13.6% | 0.0% | +13.6% | +13.2% |
| 3M | +14.3% | +0.3% | +14.0% | +14.7% |
| 6M | +33.1% | +1.2% | +31.9% | +36.3% |
| YTD | +21.2% | +2.5% | +18.8% | +27.0% |
| 1Y | +26.4% | +3.0% | +23.4% | +33.9% |
| 3Y | +77.6% | +13.2% | +64.4% | +101.5% |
| All | +99.1% | +19.4% | +79.6% | +169.1% |
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