+108.3%
V vs BIL
+20.3%
+88.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.4% |
| 7D | +0.9% | +0.1% | +0.8% | +1.1% |
| 30D | +9.0% | +0.3% | +8.6% | +9.7% |
| 3M | +16.7% | +1.0% | +15.8% | +19.2% |
| 6M | +33.4% | +1.9% | +31.5% | +39.3% |
| YTD | +22.4% | +3.2% | +19.2% | +31.6% |
| 1Y | +27.7% | +3.7% | +24.0% | +38.9% |
| 3Y | +78.0% | +13.8% | +64.1% | +116.1% |
| All | +108.3% | +20.3% | +88.0% | +215.9% |
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 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