+161.5%
VEA vs BIL
+25.2%
+136.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +0.3% | +0.1% | +0.3% | +0.4% |
| 30D | +0.4% | +0.3% | +0.2% | +0.6% |
| 3M | +4.8% | +0.9% | +3.9% | +5.4% |
| 6M | +11.3% | +1.8% | +9.5% | +12.2% |
| YTD | +17.4% | +2.5% | +14.9% | +18.3% |
| 1Y | +26.2% | +3.7% | +22.5% | +27.4% |
| 3Y | +77.7% | +14.1% | +63.7% | +75.8% |
| 5Y | +60.9% | +19.4% | +41.5% | +57.4% |
| All | +161.5% | +25.2% | +136.3% | +157.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling