+3,310.4%
V vs BIL
+26.1%
+3,284.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | +0.2% |
| 7D | +2.2% | -0.3% | +2.5% | +1.0% |
| 30D | +13.6% | 0.0% | +13.6% | +13.6% |
| 3M | +14.3% | +0.3% | +14.0% | +16.1% |
| 6M | +33.1% | +1.2% | +31.9% | +41.3% |
| YTD | +21.2% | +2.5% | +18.8% | +36.3% |
| 1Y | +26.4% | +3.0% | +23.4% | +46.1% |
| 3Y | +77.6% | +13.2% | +64.4% | +222.1% |
| 5Y | +102.6% | +19.4% | +83.2% | +382.8% |
| 10Y | +464.4% | +25.2% | +439.2% | +1,634.0% |
| All | +3,310.4% | +26.1% | +3,284.3% | +10,462.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling